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Wealth Preservation Advisors’s JPMorgan Chase JPM Stock Holding History

Wealth Preservation Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$507K Sell
1,749
-3
-0.2% -$870 0.31% 39
2025
Q1 		$430K Buy
+1,752
New +$430K 0.31% 44