Emergent Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Emergent Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$535K	Buy
2025 Q2	$490K	Buy
2025 Q1	$406K	Sell
2024 Q4	$486K	Buy
2024 Q3	$412K	Buy
2024 Q2	$375K	Buy
2024 Q1	$351K	Sell
2023 Q4	$303K	Buy