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Copia Wealth Management’s JPMorgan Chase JPM Stock Holding History

Copia 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 		$98.9K Buy
341
+7
+2% +$2.03K 0.08% 128
2025
Q1 		$81.9K Hold
334
– – 0.08% 128
2024
Q4 		$80.1K Buy
+334
New +$80.1K 0.08% 119