Rollins Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Rollins Financial 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	$12.7M	Buy
2025 Q1	$10.3M	Buy
2024 Q4	$7.35M	Buy
2024 Q3	$5.28M	Buy
2024 Q2	$4.97M	Buy
2024 Q1	$3.57M	Buy
2023 Q4	$2.53M	Buy