Optivise 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	$620K	Buy	2,138 +100	+5%	+$29K	0.32%	80
2025 Q1	$500K	Sell	2,038 -27	-1%	-$6.62K	0.28%	85
2024 Q4	$495K	Sell	2,065 -343	-14%	-$82.2K	0.27%	88
2024 Q3	$508K	Buy	2,408 +181	+8%	+$38.2K	0.27%	77
2024 Q2	$450K	Buy	+2,227	New	+$450K	0.24%	89