Wetzel Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Wetzel Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.8M	Sell
2025 Q1	$10.9M	Sell
2024 Q4	$10.7M	Sell
2024 Q3	$9.49M	Sell
2024 Q2	$9.23M	Sell
2024 Q1	$8.38M	Sell
2023 Q4	$8M	Buy