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Blake Schutter Theil Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Sell
4,433
-1
-0% -$290 1.46% 12
2025
Q1 		$1.09M Sell
4,434
-885
-17% -$217K 1.24% 16
2024
Q4 		$1.28M Sell
5,319
-6,652
-56% -$1.59M 1.35% 12
2024
Q3 		$2.52M Buy
+11,971
New +$2.52M 1.81% 9