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Strategies Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Strategies Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.74M Sell
9,466
-162
-2% -$47K 0.3% 32
2025
Q1 		$2.36M Buy
9,628
+5,541
+136% +$1.36M 0.29% 33
2024
Q4 		$1.13M Buy
+4,087
New +$1.13M 0.14% 49