Wolf Group Capital 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
Q1
$640K Buy
+2,609
New +$640K 0.22% 102
2024
Q3
Sell
-1,664
Closed -$337K 124
2024
Q2
$337K Buy
+1,664
New +$337K 0.13% 104