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Burling Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Burling Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.2M Buy
62,816
+1,366
+2% +$396K 3.36% 6
2025
Q1 		$15.1M Buy
61,450
+888
+1% +$218K 3.17% 5
2024
Q4 		$14.5M Buy
+60,562
New +$14.5M 2.96% 8