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Solano Wealth Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Solano Wealth Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$471K Buy
1,626
+1
+0.1% +$290 0.24% 25
2025
Q1 		$399K Sell
1,625
-1
-0.1% -$245 0.25% 26
2024
Q4 		$390K Buy
+1,626
New +$390K 0.23% 27