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

Bestgate 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 		$503K Hold
2,051
– – 1.04% 22
2025
Q1 		$503K Hold
2,051
– – 1.04% 22
2024
Q4 		$492K Buy
+2,051
New +$492K 0.99% 25