Stonebrook Private’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
$9.47M Buy
2025
Q1
$7.99M Sell
2024
Q4
$7.86M Sell
2024
Q3
$7.07M Sell
2024
Q2
$6.82M Buy
2024
Q1
$6.52M Buy
2023
Q4
$5.17M Buy