GenTrust’s JPMorgan Chase JPM Stock Holding History

GenTrust’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.09M	Sell
2025 Q1	$1.93M	Buy
2024 Q4	$1.71M	Buy
2024 Q3	$1.41M	Buy
2024 Q2	$768K	Buy
2024 Q1	$578K	Buy
2022 Q3	–	Sell
2022 Q2	$689K	Buy
2022 Q1	$834K	Buy
2021 Q4	–	Sell
2021 Q3	$220K	Buy