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Atlantic Private Wealth’s JPMorgan Chase JPM Stock Holding History

Atlantic Private 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 		$70K Buy
242
+42
+21% +$12.2K 0.05% 92
2025
Q1 		$49.1K Hold
200
– – 0.04% 113
2024
Q4 		$47.9K Hold
200
– – 0.04% 92
2024
Q3 		$42.2K Buy
+200
New +$42.2K 0.03% 92