AdviceOne Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Hold	924	–	–	0.2%	28
2025 Q1	$227K	Sell	924 -31	-3%	-$7.6K	0.19%	27
2024 Q4	$229K	Buy	+955	New	+$229K	0.2%	29