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Alteri Wealth’s JPMorgan Chase JPM Stock Holding History

Alteri Wealth’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 		$4.43M Buy
15,280
+428
+3% +$124K 1.72% 9
2025
Q1 		$3.64M Sell
14,852
-298
-2% -$73.1K 1.6% 10
2024
Q4 		$3.63M Buy
+15,150
New +$3.63M 1.01% 13