Advyzon Investment Management’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	$1.95M	Buy	6,726 +2,336	+53%	+$677K	0.43%	49
2025 Q1	$1.08M	Sell	4,390 -208	-5%	-$51K	0.38%	52
2024 Q4	$1.1M	Buy	+4,598	New	+$1.1M	0.43%	42