Beta Wealth Group’s JPMorgan Chase JPM Stock Holding History

Beta 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	$201K	Sell
2025 Q1	$226K	Buy
2024 Q4	$220K	Buy
2023 Q2	–	Sell
2023 Q1	$3.56M	Buy
2022 Q4	–	Sell
2022 Q3	$282K	Buy
2014 Q1	–	Sell
2013 Q4	$200K	Buy