Briaud Financial Planning’s JPMorgan Chase JPM Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Sell
2025 Q4	$281K	Buy
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