Win 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
Sell
-4,004
Closed -$982K 67
2025
Q1
$982K Buy
+4,004
New +$982K 0.5% 34
2023
Q1
Sell
-174
Closed -$23.3K 94
2022
Q4
$23.3K Buy
+174
New +$23.3K 0.01% 76