FOCUS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Sell
2025
Q2
$373K Sell
2025
Q1
$332K Buy
2024
Q4
$308K Hold
2024
Q3
$271K Hold
2024
Q2
$260K Buy
2024
Q1
$223K Buy