VestGen Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.7M Buy
63,875
+216
+0.3% +$63.1K 0.74% 29
2025
Q1
$15.6M Buy
+63,659
New +$15.6M 0.71% 31