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Verus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Verus Wealth Management’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 		$370K Hold
1,275
– – 0.37% 41
2025
Q1 		$313K Sell
1,275
-119
-9% -$29.2K 0.34% 41
2024
Q4 		$334K Buy
+1,394
New +$334K 0.37% 41