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Primoris Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Primoris Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,493
Closed -$710K – 85
2021
Q4 		$710K Buy
+4,493
New +$710K 0.57% 42