Briaud Financial Planning’s JPMorgan Chase JPM Stock Holding History

Briaud Financial Planning’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Buy
2025 Q2	$208K	Buy
2025 Q1	$172K	Hold
2024 Q4	$168K	Buy
2024 Q3	$42K	Hold
2024 Q2	$40K	Sell
2024 Q1	$41K	Buy
2023 Q4	–	Sell
2023 Q3	$40K	Buy