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Pettinga Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Pettinga Financial 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
2026
Q2 		$268K Sell
818
-288
-26% -$89.4K 0.04% 130
2026
Q1 		$325K Buy
1,106
+115
+12% +$34.9K 0.06% 116
2025
Q4 		$319K Buy
991
+288
+41% +$89.2K 0.06% 111
2025
Q3 		$222K Hold
703
– – 0.04% 127
2025
Q2 		$204K Buy
+703
New +$179K 0.04% 130

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CRM
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CNB
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SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return