Burkett Financial Services’s JPMorgan Chase JPM Stock Holding History

Burkett Financial Services’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	$898K	Sell
2025 Q2	$909K	Sell
2025 Q1	$777K	Buy
2024 Q4	$751K	Sell
2024 Q3	$728K	Sell
2024 Q2	$733K	Sell
2024 Q1	$727K	Sell
2023 Q4	$618K	Buy