Strategic Advocates’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
2,733
+456
+20% +$132K 0.24% 63
2025
Q1
$559K Sell
2,277
-353
-13% -$86.6K 0.19% 65
2024
Q4
$630K Buy
2,630
+173
+7% +$41.5K 0.21% 59
2024
Q3
$518K Buy
+2,457
New +$518K 0.19% 73