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Potentia Wealth’s JPMorgan Chase JPM Stock Holding History

Potentia Wealth’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 		$510K Hold
1,758
– – 0.29% 43
2025
Q1 		$431K Hold
1,758
– – 0.2% 63
2024
Q4 		$421K Buy
+1,758
New +$421K 0.19% 67