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Grantvest Financial Group’s JPMorgan Chase JPM Stock Holding History

Grantvest Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$359K Sell
1,238
-114
-8% -$33.1K 0.27% 86
2025
Q1 		$332K Sell
1,352
-253
-16% -$62.1K 0.27% 89
2024
Q4 		$385K Buy
+1,605
New +$385K 0.43% 73