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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
715
-209
-23% -$60.6K 0.11% 87
2025
Q1 		$227K Sell
924
-209
-18% -$51.3K 0.08% 121
2024
Q4 		$272K Hold
1,133
– – 0.1% 105
2024
Q3 		$239K Buy
+1,133
New +$239K 0.09% 109