Marshall & Sterling Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Marshall & Sterling 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	$334K	Sell
2025 Q1	$287K	Buy
2024 Q4	$245K	Buy