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Intellus Advisors’s JPMorgan Chase JPM Stock Holding History

Intellus Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$19M Sell
65,511
-726
-1% -$210K 2.83% 13
2025
Q1 		$16.2M Sell
66,237
-764
-1% -$187K 2.84% 11
2024
Q4 		$16.1M Buy
+67,001
New +$16.1M 2.78% 12