Balanced Wealth Group’s JPMorgan Chase JPM Stock Holding History

Balanced Wealth Group’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 Q2	$282K	Buy
2025 Q1	–	Sell
2024 Q4	$205K	Buy
2024 Q2	–	Sell
2024 Q1	$291K	Buy
2023 Q4	$249K	Buy