Investor's Fiduciary Advisor Network’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
$1.02M Buy
3,519
+67
+2% +$19.4K 0.38% 77
2025
Q1
$846K Sell
3,452
-328
-9% -$80.4K 0.4% 68
2024
Q4
$905K Buy
+3,780
New +$905K 0.35% 72