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Patrick Mauro Investment Advisor’s JPMorgan Chase JPM Stock Holding History

Patrick Mauro Investment Advisor’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$697K Buy
+2,748
New +$697K 0.39% 35
2024
Q1 		– Sell
-1,598
Closed -$272K – 44
2023
Q4 		$272K Sell
1,598
-370
-19% -$62.9K 0.16% 41
2023
Q3 		$285K Buy
+1,968
New +$285K 0.18% 40