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Centricity Wealth Management’s JPMorgan Chase JPM Stock Holding History

Centricity Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$859K Sell
2,962
-137
-4% -$39.7K 0.69% 29
2025
Q1 		$760K Buy
3,099
+101
+3% +$24.8K 0.69% 29
2024
Q4 		$719K Buy
+2,998
New +$719K 0.67% 34