USAdvisors Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2025
Q1
$301K Sell
2024
Q4
$311K Sell
2024
Q3
$293K Sell
2024
Q2
$309K Sell
2024
Q1
$343K Buy
2023
Q4
$263K Buy