Wealthedge Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$845K Buy
2,913
+14
+0.5% +$4.06K 0.35% 77
2025
Q1
$711K Sell
2,899
-93
-3% -$22.8K 0.32% 77
2024
Q4
$717K Buy
+2,992
New +$717K 0.32% 78