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Challenger Wealth Management’s JPMorgan Chase JPM Stock Holding History

Challenger 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 		$1.29M Sell
4,454
-9
-0.2% -$2.61K 0.9% 26
2025
Q1 		$1.09M Buy
4,463
+528
+13% +$130K 0.87% 25
2024
Q4 		$943K Buy
+3,935
New +$943K 0.81% 26