Balance Wealth’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	$1.13M	Buy	3,906 +26	+0.7%	+$7.54K	0.66%	41
2025 Q1	$952K	Buy	+3,880	New	+$952K	0.62%	41