Rossby Financial’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
4,895
+752
+18% +$218K 0.52% 34
2025
Q1
$1.01M Buy
4,143
+1,212
+41% +$295K 0.43% 43
2024
Q4
$703K Buy
+2,931
New +$703K 0.43% 54