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Sanctuary Advisors’s JPMorgan Chase JPM Stock Holding History

Sanctuary Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$188M Sell
701,283
-15,046
-2% -$4.04M 1.19% 9
2024
Q3 		$178M Buy
716,329
+51,551
+8% +$12.8M 1.13% 9
2024
Q2 		$129M Buy
+664,778
New +$129M 0.93% 13