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Wade Financial Advisory’s JPMorgan Chase JPM Stock Holding History

Wade Financial 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
Q1 		$248K Sell
1,010
-34
-3% -$8.34K 0.08% 68
2024
Q4 		$250K Hold
1,044
– – 0.08% 69
2024
Q3 		$220K Hold
1,044
– – 0.07% 77
2024
Q2 		$211K Buy
+1,044
New +$211K 0.08% 80