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Axis Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Axis Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$615K Sell
2,122
-109
-5% -$31.6K 0.4% 68
2025
Q1 		$547K Buy
2,231
+3
+0.1% +$736 0.4% 71
2024
Q4 		$534K Buy
+2,228
New +$534K 0.45% 64