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Centerpoint Advisory Group’s JPMorgan Chase JPM Stock Holding History

Centerpoint Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.49M Buy
8,579
+793
+10% +$230K 2.16% 14
2025
Q1 		$1.91M Buy
7,786
+137
+2% +$33.6K 1.88% 21
2024
Q4 		$1.83M Buy
+7,649
New +$1.83M 1.77% 20