Brightwater Advisory’s JPMorgan Chase JPM Stock Holding History

Brightwater Advisory’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$640K	Sell
2025 Q1	$588K	Sell
2024 Q4	$575K	Sell
2024 Q3	$522K	Buy
2024 Q2	$485K	Sell
2024 Q1	$564K	Buy
2023 Q4	$453K	Buy