Gratus Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Gratus Wealth Advisors’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	$582K	Buy
2025 Q1	$458K	Sell
2024 Q4	$454K	Buy
2024 Q3	$399K	Buy
2024 Q2	$397K	Sell
2024 Q1	$344K	Buy
2023 Q4	$310K	Buy