EWA
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Elevate Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Elevate Wealth Advisory’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 		$267K Buy
923
+78
+9% +$22.6K 0.19% 66
2025
Q1 		$207K Buy
+845
New +$207K 0.15% 72