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Westbourne Investments’s JPMorgan Chase JPM Stock Holding History

Westbourne Investments’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 		$358K Buy
1,235
+280
+29% +$81.1K 0.19% 94
2025
Q1 		$234K Sell
955
-150
-14% -$36.8K 0.14% 119
2024
Q4 		$265K Buy
+1,105
New +$265K 0.16% 104