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Vestia Personal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Vestia Personal Wealth 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 		$282K Buy
972
+63
+7% +$18.3K 0.19% 76
2025
Q1 		$223K Sell
909
-254
-22% -$62.3K 0.18% 81
2024
Q4 		$279K Buy
1,163
+130
+13% +$31.2K 0.23% 68
2024
Q3 		$218K Buy
+1,033
New +$218K 0.21% 75