Diversify Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.9M Buy
2025
Q1
$6.65M Buy
2024
Q4
$6.3M Sell
2024
Q3
$6.98M Sell
2024
Q2
$9.59M Sell
2024
Q1
$10.4M Buy