NWF Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17M Buy
17,826
+2,132
+14% +$618K 0.62% 39
2025
Q1
$3.85M Sell
15,694
-1,339
-8% -$328K 0.54% 46
2024
Q4
$4.08M Buy
+17,033
New +$4.08M 0.6% 43