Bingham Private Wealth’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
$2M Sell
6,882
-297
-4% -$86.1K 1.9% 10
2025
Q1
$1.76M Sell
7,179
-389
-5% -$95.4K 1.82% 9
2024
Q4
$1.81M Buy
+7,568
New +$1.81M 1.93% 9