WAM
JPM icon

Wernau Asset Management’s JPMorgan Chase JPM Stock Holding History

Wernau Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.93M Sell
10,108
-1,450
-13% -$420K 2.04% 8
2025
Q1 		$2.84M Sell
11,558
-37
-0.3% -$9.08K 2.21% 10
2024
Q4 		$2.78M Buy
+11,595
New +$2.78M 2.07% 9