Kellett Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Kellett Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$702K	Buy
2025 Q2	$637K	Buy
2025 Q1	$401K	Buy
2024 Q4	$356K	Buy
2024 Q3	$300K	Buy
2024 Q2	$257K	Buy