AWMG
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ADG Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

ADG Wealth Management Group’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 		$397K Buy
1,368
+75
+6% +$21.7K 0.34% 22
2025
Q1 		$317K Buy
1,293
+172
+15% +$42.2K 0.3% 19
2024
Q4 		$269K Buy
+1,121
New +$269K 0.24% 21