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

Wisconsin Wealth Advisors’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
Q2 		$642K Buy
2,213
+363
+20% +$105K 0.74% 50
2025
Q1 		$454K Buy
1,850
+37
+2% +$9.08K 0.65% 48
2024
Q4 		$435K Buy
+1,813
New +$435K 0.64% 45