BWM
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Bernard Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bernard Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.63M Sell
12,519
-5,096
-29% -$1.48M 1.68% 18
2025
Q1 		$4.32M Buy
17,615
+8,984
+104% +$2.2M 2.11% 12
2024
Q4 		$2.07M Buy
+8,631
New +$2.07M 0.97% 23