Guardian Asset Advisors’s JPMorgan Chase JPM Stock Holding History

Guardian Asset 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	$1.49M	Buy
2025 Q1	$1.2M	Buy
2024 Q4	$1.16M	Buy
2024 Q3	$984K	Buy
2024 Q2	$672K	Buy
2024 Q1	$509K	Buy
2023 Q4	$310K	Buy