Capital A Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$68.2K Buy
278
+11
+4% +$2.7K 0.07% 127
2024
Q4
$64K Buy
+267
New +$64K 0.11% 138