Cove Private Wealth’s JPMorgan Chase JPM Stock Holding History

Cove Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.96M	Buy
2025 Q2	$8.21M	Buy
2025 Q1	$5.77M	Buy
2024 Q4	$4.72M	Buy
2024 Q3	$3.88M	Hold
2024 Q2	$3.72M	Hold
2024 Q1	$3.69M	Hold
2023 Q4	$3.13M	Buy