KRW
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Kaufman Rossin Wealth’s JPMorgan Chase JPM Stock Holding History

Kaufman Rossin Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
988
+79
+9% +$22.9K 0.18% 88
2025
Q1 		$223K Buy
+909
New +$223K 0.16% 126