Montag A & Associates Trims Stake in JPMorgan Chase & Co.
Montag A & Associates Inc., an institutional investor, made changes to its holdings in JPMorgan Chase & Co. (NYSE:JPM) during the second quarter of this year.
The company decreased its holdings in JPM by 3.9%, reducing its stake from 79,072 shares to 75,877 shares.
This change resulted in a reduction of $1,000,000 in Montag A & Associates Inc.'s investment in JPMorgan Chase & Co., making the stock its 22nd largest position within its portfolio.