PCG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

PCG Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$207K	Sell
2025 Q1	$227K	Sell
2024 Q4	$272K	Hold
2024 Q3	$239K	Buy