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FORM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

FORM Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Buy
5,343
+228
+4% +$66.1K 0.19% 24
2025
Q1 		$1.25M Buy
+5,115
New +$1.25M 0.17% 23