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AGH Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

AGH Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.89M Sell
6,521
-187
-3% -$54.2K 1.56% 14
2025
Q1 		$1.65M Sell
6,708
-218
-3% -$53.5K 1.59% 15
2024
Q4 		$1.66M Buy
+6,926
New +$1.66M 1.54% 15