Avid Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$457K	Buy	1,575 +122	+8%	+$35.4K	0.26%	36
2025 Q1	$356K	Buy	1,453 +264	+22%	+$64.8K	0.24%	39
2024 Q4	$285K	Buy	1,189 +90	+8%	+$21.6K	0.2%	38
2024 Q3	$232K	Hold	1,099	–	–	0.16%	35
2024 Q2	$222K	Buy	+1,099	New	+$222K	0.17%	36