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Steward Partners Investment Solutions’s JPMorgan Chase JPM Stock Holding History

Steward Partners Investment Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$10.2M Buy
51,081
+27,245
+114% +$5.46M 1.72% 11
2023
Q4 		$4.05M Buy
+23,836
New +$4.05M 1.69% 10