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Joel Adams & Associates’s JPMorgan Chase JPM Stock Holding History

Joel Adams & Associates’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$551K Sell
1,899
-66
-3% -$19.1K 0.49% 33
2025
Q1 		$482K Hold
1,965
– – 0.43% 31
2024
Q4 		$471K Buy
+1,965
New +$471K 0.43% 33