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Enclave Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
4,717
-22
-0.5% -$6.38K 0.22% 53
2025
Q1
$1.16M Buy
4,739
+25
+0.5% +$6.13K 0.2% 55
2024
Q4
$1.13M Sell
4,714
-53
-1% -$12.7K 0.19% 58
2024
Q3
$1.01M Buy
+4,767
New +$1.01M 0.17% 55