Barnes Wealth Management Group’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	$249K	Sell	858 -46	-5%	-$13.3K	0.15%	132
2025 Q1	$222K	Buy	904 +5	+0.6%	+$1.23K	0.14%	132
2024 Q4	$215K	Buy	+899	New	+$215K	0.14%	131