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Sulzberger Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Sulzberger Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Sell
5,772
-262
-4% -$76K 1.96% 12
2025
Q1 		$1.48M Sell
6,034
-405
-6% -$99.3K 1.95% 15
2024
Q4 		$1.54M Buy
+6,439
New +$1.54M 1.75% 18