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Sarver Vrooman Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Sarver Vrooman 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 		$168K Sell
580
-97
-14% -$28.1K 0.11% 19
2025
Q1 		$166K Buy
+677
New +$166K 0.11% 15