PPA
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Pacific Point Advisors’s JPMorgan Chase JPM Stock Holding History

Pacific Point Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Hold
3,823
– – 0.6% 47
2025
Q1 		$938K Hold
3,823
– – 0.52% 49
2024
Q4 		$1.02M Buy
+3,823
New +$1.02M 0.62% 46