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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$295K	Buy
2025 Q2	$265K	Buy
2025 Q1	$220K	Hold
2024 Q4	$215K	Buy