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Yoffe Investment Management’s JPMorgan Chase JPM Stock Holding History

Yoffe Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.61M Buy
5,555
+7
+0.1% +$2.03K 2.2% 7
2025
Q1 		$1.36M Buy
5,548
+5
+0.1% +$1.23K 2% 10
2024
Q4 		$1.33M Buy
+5,543
New +$1.33M 1.97% 10