Vawter Financial’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
$1.2M Buy
2025
Q2
$270K Sell
2025
Q1
$974K Buy
2024
Q4
$942K Buy
2024
Q3
$822K Buy
2024
Q2
$718K Buy
2024
Q1
$545K Sell
2023
Q4
$483K Buy
2023
Q3
$344K Buy
2023
Q2
$526K Buy