Accordant Advisory Group’s JPMorgan Chase JPM Stock Holding History

Accordant Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$158K	Hold
2025 Q2	$145K	Sell
2025 Q1	$123K	Hold
2024 Q4	$120K	Hold
2024 Q3	$106K	Buy
2024 Q2	$101K	Sell
2024 Q1	$969K	Buy