RBWA
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RFG - Bristol Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Buy
5,770
+47
+0.8% +$13.6K 0.52% 41
2025
Q1 		$1.4M Buy
5,723
+160
+3% +$39.3K 0.47% 44
2024
Q4 		$1.33M Buy
+5,563
New +$1.33M 0.44% 51