RoundAngle Advisors’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
$2.42M Buy
8,362
+28
+0.3% +$8.12K 2.02% 18
2025
Q1
$2.04M Buy
8,334
+324
+4% +$79.5K 1.88% 21
2024
Q4
$1.92M Buy
+8,010
New +$1.92M 1.83% 21