Net Worth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.71M Sell
2025
Q2
$2.82M Sell
2025
Q1
$2.46M Sell
2024
Q4
$2.44M Sell
2024
Q3
$2.15M Buy