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CVFG LLC’s JPMorgan Chase JPM Stock Holding History

CVFG LLC’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 		$521K Sell
1,796
-99
-5% -$28.7K 0.41% 53
2025
Q1 		$465K Sell
1,895
-49
-3% -$12K 0.42% 50
2024
Q4 		$466K Buy
+1,944
New +$466K 0.43% 57