4A
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4Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

4Wealth Advisors’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 		$654K Sell
2,256
-39
-2% -$11.3K 0.66% 47
2025
Q1 		$563K Sell
2,295
-219
-9% -$53.7K 0.61% 54
2024
Q4 		$603K Buy
+2,514
New +$603K 0.6% 50