Invera Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Invera 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 Q1	$4.5M	Sell
2024 Q4	$6.48M	Sell
2024 Q3	$6.14M	Sell
2024 Q2	$5.6M	Buy
2024 Q1	$4.82M	Sell
2023 Q4	$4.73M	Buy