Zevin Asset Management’s JPMorgan Chase JPM Stock Holding History

Zevin Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Buy
2025 Q1	$258K	Sell
2024 Q4	$362K	Sell
2024 Q3	$354K	Buy
2024 Q2	$337K	Sell
2024 Q1	$390K	Sell
2023 Q4	$392K	Buy
2023 Q3	$304K	Buy