WF
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Warner Financial’s JPMorgan Chase JPM Stock Holding History

Warner Financial’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 		$321K Hold
1,106
– – 0.13% 94
2025
Q1 		$271K Buy
+1,106
New +$271K 0.12% 100