Berry Wealth Group’s JPMorgan Chase JPM Stock Holding History

Berry 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 Q3	$2.37M	Sell
2025 Q2	$8.18M	Buy
2025 Q1	$6.91M	Sell
2024 Q4	$6.93M	Sell
2024 Q3	$6.21M	Buy
2024 Q2	$5.91M	Buy
2024 Q1	$5.73M	Sell
2023 Q4	$5.09M	Buy