Physician Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Physician 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	$724K	Buy
2025 Q2	$546K	Buy
2025 Q1	$394K	Sell
2024 Q4	$386K	Buy
2024 Q3	$343K	Buy
2024 Q2	$283K	Hold
2024 Q1	$240K	Buy