Fiduciary Financial Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Buy	3,969 +156	+4%	+$45.3K	0.21%	69
2025 Q1	$866K	Buy	3,813 +762	+25%	+$173K	0.19%	76
2024 Q4	$732K	Sell	3,051 -7	-0.2%	-$1.68K	0.16%	90
2024 Q3	$644K	Buy	3,058 +68	+2%	+$14.3K	0.15%	88
2024 Q2	$639K	Buy	+2,990	New	+$639K	0.15%	86