Secured Retirement Advisors’s JPMorgan Chase JPM Stock Holding History

Secured Retirement 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 Q3	$2.51M	Buy
2025 Q2	$2.19M	Sell
2025 Q1	$1.92M	Sell
2024 Q4	$2.32M	Sell
2024 Q3	$2.19M	Buy
2024 Q2	$2.04M	Buy
2024 Q1	$1.86M	Buy
2023 Q4	$1.54M	Buy