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Elm3 Financial Group’s JPMorgan Chase JPM Stock Holding History

Elm3 Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$474K Sell
1,634
-21
-1% -$6.09K 0.39% 58
2025
Q1 		$406K Sell
1,655
-20
-1% -$4.91K 0.36% 63
2024
Q4 		$402K Buy
+1,675
New +$402K 0.34% 57