Provenance Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Provenance 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 Q2	$564K	Sell
2025 Q1	$869K	Sell
2024 Q4	$1.99M	Buy
2024 Q3	$416K	Buy
2024 Q2	$380K	Sell
2024 Q1	$380K	Buy
2023 Q4	$271K	Buy
2023 Q3	$211K	Buy