Arbor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Arbor Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$983K	Sell
2025 Q2	$910K	Sell
2025 Q1	$773K	Sell
2024 Q4	$758K	Buy
2024 Q3	$656K	Hold
2024 Q2	$630K	Hold
2024 Q1	$624K	Hold
2023 Q4	$530K	Buy