Edge Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Edge Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.31M	Buy
2025 Q2	$2.29M	Sell
2025 Q1	$1.96M	Buy
2024 Q4	$1.85M	Buy
2024 Q3	$1.62M	Buy
2024 Q1	$1.52M	Buy