Bright Futures Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$682K Sell
2024
Q4
$878K Sell
2024
Q3
$816K Buy
2024
Q2
$714K Buy
2024
Q1
$710K Buy