HMV Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

HMV 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 Q3	$1.92M	Sell
2025 Q2	$1.81M	Sell
2025 Q1	$1.57M	Hold
2024 Q4	$1.53M	Buy