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SOA Wealth Advisors Sells Nearly a Quarter of Its JPMorgan Stake

Guavy AI Editorial Team
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JPM
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SOA Wealth Advisors LLC trimmed its stake in JPMorgan Chase & Co. by 26.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.

The firm owned 32,007 shares of the financial services provider's stock after selling 11,299 shares during the period.

JPMorgan Chase & Co. comprises approximately 1.5% of SOA Wealth Advisors LLC.'s investment portfolio, making the stock its 13th biggest position.

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