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Atlas Legacy Advisors’s JPMorgan Chase JPM Stock Holding History

Atlas Legacy Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.34M Sell
14,984
-1,418
-9% -$411K 0.96% 27
2025
Q1 		$4.02M Buy
16,402
+208
+1% +$51K 1.02% 24
2024
Q4 		$3.88M Buy
+16,194
New +$3.88M 0.94% 27