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Broadway Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Broadway Wealth Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$671K Buy
2,314
+230
+11% +$66.7K 0.42% 24
2025
Q1 		$511K Sell
2,084
-412
-17% -$101K 0.37% 23
2024
Q4 		$598K Buy
+2,496
New +$598K 0.45% 22