SGL Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.01M Buy
2025
Q1
$5.32M Sell
2024
Q4
$7.84M Buy
2024
Q3
$6.85M Buy