BMWS
JPM icon

Brady Martz Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Brady Martz Wealth Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.25M Sell
11,225
-128
-1% -$37.1K 0.63% 36
2025
Q1 		$2.78M Sell
11,353
-45
-0.4% -$11K 0.63% 39
2024
Q4 		$2.82M Buy
+11,398
New +$2.82M 0.68% 39