Schubert & Co’s JPMorgan Chase JPM Stock Holding History

Schubert & Co’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$449K	Sell
2025 Q2	$443K	Buy
2025 Q1	$297K	Buy
2024 Q4	$216K	Buy
2023 Q2	–	Sell
2023 Q1	$102K	Sell
2022 Q4	$109K	Buy
2022 Q3	$81K	Buy
2022 Q2	$84K	Buy
2022 Q1	$86K	Sell
2021 Q4	$198K	Buy