1 North Wealth Services’s JPMorgan Chase JPM Stock Holding History

1 North Wealth Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$252K	Hold
2025 Q2	$232K	Hold
2025 Q1	$196K	Buy
2019 Q4	$213K	Buy
2019 Q3	$141K	Buy
2019 Q1	$136K	Buy
2018 Q4	$128K	Buy