Accordant Advisory Group’s JPMorgan Chase JPM Stock Holding History

Accordant Advisory Group’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 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