Caerus Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Caerus Investment Advisors’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	$328K	Hold
2025 Q1	$278K	Hold
2024 Q4	$272K	Hold
2024 Q3	$239K	Hold
2024 Q2	$229K	Hold
2024 Q1	$227K	Buy
2022 Q1	–	Sell
2021 Q4	$269K	Buy