von Borstel & Associates’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
3,666
+33
+0.9% +$9.7K 0.28% 14
2025
Q1
$891K Sell
3,633
-33
-0.9% -$8.09K 0.27% 17
2024
Q4
$878K Buy
3,666
+33
+0.9% +$7.9K 0.34% 18
2024
Q3
$766K Buy
+3,633
New +$766K 0.43% 18