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BWM Planning’s JPMorgan Chase JPM Stock Holding History

BWM Planning’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.34M Buy
4,614
+229
+5% +$66.4K 0.46% 33
2025
Q1 		$1.08M Buy
4,385
+1
+0% +$245 0.46% 39
2024
Q4 		$1.05M Hold
4,384
– – 0.46% 40
2024
Q3 		$924K Buy
+4,384
New +$924K 0.41% 44