Strata Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Strata Wealth 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 Q2	$453K	Buy
2025 Q1	$328K	Buy
2024 Q4	$318K	Buy
2024 Q3	$270K	Buy
2024 Q2	$243K	Buy
2024 Q1	$217K	Sell
2023 Q4	$200K	Buy
2023 Q1	$215K	Sell
2022 Q4	$230K	Buy