TruNorth Capital Management’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
Q3
$992K Buy
2025
Q2
$897K Sell
2025
Q1
$898K Buy
2024
Q4
$195K Buy
2024
Q3
$140K Buy
2024
Q2
$122K Buy
2024
Q1
$64.3K Buy