Boomfish Wealth Group’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
$406K Buy
1,401
+537
+62% +$156K 0.23% 71
2025
Q1
$212K Sell
864
-54
-6% -$13.3K 0.14% 80
2024
Q4
$220K Buy
+918
New +$220K 0.13% 88