CQWA
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Chokshi & Queen Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Chokshi & Queen 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 		$265K Buy
916
+20
+2% +$5.8K 0.15% 47
2025
Q1 		$220K Hold
896
– – 0.13% 49
2024
Q4 		$215K Buy
+896
New +$215K 0.13% 48