Delta Wealth Advisors LLC’s JPMorgan Chase JPM Stock Holding History

Delta Wealth Advisors LLC’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 Q2	$498K	Hold
2025 Q1	$422K	Hold
2024 Q4	$412K	Buy
2024 Q3	$356K	Hold
2024 Q2	$341K	Hold
2024 Q1	$338K	Buy