Flagship Wealth Advisors’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
$1.05M Buy
3,637
+25
+0.7% +$7.25K 0.4% 43
2025
Q1
$886K Hold
3,612
0.37% 46
2024
Q4
$866K Buy
+3,612
New +$866K 0.51% 37