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Crowley Wealth Management’s JPMorgan Chase JPM Stock Holding History

Crowley Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.91M Sell
16,922
-625
-4% -$181K 4.47% 6
2025
Q1 		$4.3M Sell
17,547
-239
-1% -$58.6K 4.1% 4
2024
Q4 		$4.26M Buy
+17,786
New +$4.26M 3.76% 9