Client 1st Advisory Group’s JPMorgan Chase JPM Stock Holding History

Client 1st Advisory Group’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	$882K	Buy
2025 Q2	$746K	Buy
2025 Q1	$606K	Hold
2024 Q4	$593K	Buy
2024 Q3	$481K	Buy
2024 Q2	$334K	Hold
2024 Q1	$330K	Hold
2023 Q4	$281K	Hold
2023 Q3	$239K	Sell
2023 Q2	$242K	Buy