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IFC Advisors’s JPMorgan Chase JPM Stock Holding History

IFC Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.5M Buy
36,381
+1,525
+4% +$442K 1.97% 8
2025
Q1 		$8.55M Buy
34,856
+153
+0.4% +$37.5K 1.78% 11
2024
Q4 		$8.32M Buy
+34,703
New +$8.32M 1.81% 12