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Wealth Advisors Northwest’s JPMorgan Chase JPM Stock Holding History

Wealth Advisors Northwest’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$595K Buy
2,052
+104
+5% +$30.1K 0.31% 33
2025
Q1 		$478K Sell
1,948
-77
-4% -$18.9K 0.3% 34
2024
Q4 		$485K Buy
+2,025
New +$485K 0.33% 34