SIM
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Sims Investment Management’s JPMorgan Chase JPM Stock Holding History

Sims Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Sell
975
-8
-0.8% -$2.32K 0.11% 39
2025
Q1 		$241K Buy
+983
New +$241K 0.11% 41