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Wela Strategies’s JPMorgan Chase JPM Stock Holding History

Wela Strategies’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
Q1 		– Sell
-1,398
Closed -$679K – 65
2024
Q4 		$679K Buy
+1,398
New +$679K 0.29% 23