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Milestone Asset Management Group’s JPMorgan Chase JPM Stock Holding History

Milestone Asset Management Group’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
823
-26
-3% -$7.54K 0.18% 92
2025
Q1 		$208K Buy
849
+1
+0.1% +$245 0.19% 91
2024
Q4 		$203K Buy
+848
New +$203K 0.18% 91