Kingswood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Kingswood Wealth Advisors’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	$8.7M	Buy
2025 Q1	$7.28M	Sell
2024 Q4	$7.69M	Sell
2024 Q3	$12.5M	Buy
2024 Q2	$9.18M	Buy
2024 Q1	$6.92M	Sell
2023 Q4	$7.11M	Buy
2023 Q3	$4.93M	Sell
2023 Q2	$2.36M	Buy