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Stack Financial Management’s JPMorgan Chase JPM Stock Holding History

Stack Financial Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$316K Hold
1,091
– – 0.03% 45
2025
Q1 		$268K Buy
1,091
+93
+9% +$22.8K 0.02% 50
2024
Q4 		$239K Buy
998
+27
+3% +$6.47K 0.02% 48
2024
Q3 		$205K Buy
+971
New +$205K 0.02% 47