HIW
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Holos Integrated Wealth’s JPMorgan Chase JPM Stock Holding History

Holos Integrated Wealth’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 		$845K Sell
2,928
-836
-22% -$241K 0.51% 27
2025
Q1 		$923K Hold
3,764
– – 0.61% 27
2024
Q4 		$902K Buy
+3,764
New +$902K 0.62% 27