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Duncan Williams Asset Management’s JPMorgan Chase JPM Stock Holding History

Duncan Williams Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$550K Buy
1,897
+10
+0.5% +$2.9K 0.17% 87
2025
Q1 		$463K Hold
1,887
– – 0.17% 87
2024
Q4 		$452K Buy
1,887
+778
+70% +$187K 0.18% 90
2024
Q3 		$234K Buy
+1,109
New +$234K 0.13% 112