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Uniting Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Uniting Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$954K Buy
3,290
+145
+5% +$42K 0.37% 38
2025
Q1 		$771K Buy
3,145
+88
+3% +$21.6K 0.39% 32
2024
Q4 		$733K Buy
+3,057
New +$733K 0.35% 36