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Spectrum Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Spectrum Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-878
Closed -$210K – 27
2024
Q4 		$210K Buy
+878
New +$210K 0.14% 27
2024
Q2 		– Sell
-1,097
Closed -$220K – 29
2024
Q1 		$220K Buy
+1,097
New +$220K 0.16% 31