WWA
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Wingate Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Wingate Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210K Buy
+726
New +$210K 0.19% 98
2025
Q1 		– Sell
-727
Closed -$174K – 266
2024
Q4 		$174K Buy
+727
New +$174K 0.17% 106