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Stewardship Advisors’s JPMorgan Chase JPM Stock Holding History

Stewardship Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$547K Buy
1,888
+57
+3% +$16.5K 0.14% 72
2025
Q1 		$449K Buy
1,831
+13
+0.7% +$3.19K 0.12% 81
2024
Q4 		$436K Buy
1,818
+150
+9% +$36K 0.12% 94
2024
Q3 		$352K Buy
+1,668
New +$352K 0.1% 88