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

Joel Adams & Associates’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 Q2	$551K	Sell
2025 Q1	$482K	Hold
2024 Q4	$471K	Buy