BlueStem Wealth Partners’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	$447K	Buy	1,543 +75	+5%	+$21.7K	0.06%	70
2025 Q1	$360K	Buy	1,468 +31	+2%	+$7.6K	0.05%	71
2024 Q4	$344K	Buy	+1,437	New	+$344K	0.05%	70