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Tassel Capital Management’s JPMorgan Chase JPM Stock Holding History

Tassel Capital 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 		– Sell
-2,114
Closed -$519K – 37
2025
Q1 		$519K Sell
2,114
-671
-24% -$165K 0.45% 15
2024
Q4 		$668K Buy
+2,785
New +$668K 0.59% 12