UFA
JPM icon

Uptown Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Uptown Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$423K Hold
1,458
– – 0.36% 39
2025
Q1 		$358K Hold
1,458
– – 0.37% 40
2024
Q4 		$349K Buy
+1,458
New +$349K 0.38% 40