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Panoramic Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Panoramic Investment 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 		$360K Hold
1,242
– – 0.22% 78
2025
Q1 		$305K Sell
1,242
-1
-0.1% -$245 0.21% 83
2024
Q4 		$298K Buy
+1,243
New +$298K 0.19% 89