International Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Sell
1,493
-288
-16% -$83.5K 0.37% 70
2025
Q1
$437K Buy
1,781
+231
+15% +$56.7K 0.42% 60
2024
Q4
$371K Buy
+1,550
New +$371K 0.37% 71