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Anderson Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Anderson Financial Strategies’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$627K Hold
2,162
– – 0.4% 29
2025
Q1 		$530K Buy
2,162
+200
+10% +$49.1K 0.32% 32
2024
Q4 		$470K Buy
+1,962
New +$470K 0.28% 34