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Austin Wealth Management’s JPMorgan Chase JPM Stock Holding History

Austin Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$377K Sell
1,271
-5
-0.4% -$1.48K 0.07% 94
2025
Q1 		$312K Buy
1,276
+189
+17% +$46.2K 0.06% 95
2024
Q4 		$282K Buy
+1,087
New +$282K 0.06% 100