PKS Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
5,365
+149
+3% +$43.2K 0.38% 53
2025
Q1
$1.28M Buy
5,216
+96
+2% +$23.6K 0.35% 57
2024
Q4
$1.23M Buy
+5,120
New +$1.23M 0.31% 56