WSA
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Warm Springs Advisors’s JPMorgan Chase JPM Stock Holding History

Warm Springs 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 		$2.6M Sell
8,975
-158
-2% -$45.8K 2.23% 17
2025
Q1 		$2.24M Buy
9,133
+129
+1% +$31.6K 2.25% 15
2024
Q4 		$2.16M Buy
+9,004
New +$2.16M 2% 14