Adamsbrown Wealth Consultants’s JPMorgan Chase JPM Stock Holding History

Adamsbrown Wealth Consultants’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
2026 Q1	$506K	Buy
2025 Q4	$553K	Hold
2025 Q3	$541K	Buy
2025 Q2	$467K	Sell
2025 Q1	$399K	Buy
2024 Q4	$342K	Buy
2024 Q3	$292K	Buy
2024 Q2	$275K	Buy
2024 Q1	$272K	Buy
2023 Q4	$222K	Buy