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Unique Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Unique Wealth Strategies’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.44M Hold
7,185
– – 0.67% 33
2024
Q1 		$1.44M Buy
7,185
+896
+14% +$179K 0.7% 33
2023
Q4 		$1.07M Buy
+6,289
New +$1.07M 0.71% 35