BWA
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BCU Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

BCU Wealth Advisors’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 		$241K Buy
833
+4
+0.5% +$1.16K 0.11% 54
2025
Q1 		$203K Buy
+829
New +$203K 0.11% 50