CWA
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Centerline Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Centerline 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 		$729K Sell
2,515
-41
-2% -$11.9K 0.36% 27
2025
Q1 		$627K Sell
2,556
-57
-2% -$14K 0.37% 24
2024
Q4 		$624K Buy
+2,613
New +$624K 0.37% 23