AA Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.13M Buy
2025
Q2
$2.81M Sell
2025
Q1
$2.62M Buy
2024
Q4
$2.41M Buy
2024
Q3
$2.06M Buy
2024
Q2
$1.77M Sell
2024
Q1
$1.84M Buy