VWA
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VSM Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

VSM Wealth Advisory’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 		$859K Buy
2,963
+75
+3% +$21.7K 0.28% 41
2025
Q1 		$708K Sell
2,888
-199
-6% -$48.8K 0.25% 43
2024
Q4 		$740K Buy
+3,087
New +$740K 0.26% 43