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Sovran Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.13M Buy
7,525
+946
+14% +$268K 0.22% 116
2025
Q1
$1.53M Sell
6,579
-3,323
-34% -$771K 0.2% 125
2024
Q4
$2.45M Buy
+9,902
New +$2.45M 0.35% 74