Able Wealth Management’s JPMorgan Chase JPM Stock Holding History

Able Wealth Management’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	$478K	Buy
2025 Q2	$418K	Buy
2025 Q1	$341K	Buy
2024 Q4	$333K	Buy
2024 Q3	$280K	Buy
2024 Q2	$208K	Sell
2024 Q1	$315K	Hold
2023 Q4	$268K	Buy