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AssuredPartners Investment Advisors’s JPMorgan Chase JPM Stock Holding History

AssuredPartners Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.51M Sell
25,902
-4,068
-14% -$1.18M 1.84% 13
2025
Q1 		$7.35M Buy
29,970
+1,375
+5% +$337K 1.42% 10
2024
Q4 		$6.85M Buy
+28,595
New +$6.85M 1.34% 13