CWA
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Cura Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Cura Wealth Advisors’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 		$458K Hold
1,580
– – 0.18% 54
2025
Q1 		$388K Buy
1,580
+506
+47% +$124K 0.16% 62
2024
Q4 		$257K Buy
+1,074
New +$257K 0.11% 78