BKM Wealth Management’s JPMorgan Chase JPM Stock Holding History

BKM Wealth Management’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	$5.02M	Buy
2025 Q1	$4.24M	Buy
2024 Q4	$3.92M	Buy
2024 Q3	$3.25M	Buy
2024 Q2	$2.42M	Sell
2024 Q1	$2.94M	Buy
2023 Q4	$2.44M	Buy