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U.S. Wealth Group’s JPMorgan Chase JPM Stock Holding History

U.S. Wealth Group’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.05M Sell
10,525
-1,342
-11% -$389K 2.38% 15
2025
Q1 		$2.91M Sell
11,867
-276
-2% -$67.7K 2.31% 12
2024
Q4 		$2.91M Buy
+12,143
New +$2.91M 2.2% 13