Coordinated Financial Services’s JPMorgan Chase JPM Stock Holding History

Coordinated Financial Services’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	$792K	Buy
2025 Q2	$723K	Buy
2025 Q1	$601K	Sell
2024 Q4	$714K	Buy
2024 Q2	$601K	Sell
2024 Q1	$668K	Buy