CWMK
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Caliber Wealth Management (Kansas)’s JPMorgan Chase JPM Stock Holding History

Caliber Wealth Management (Kansas)’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 		$7.81M Buy
26,928
+283
+1% +$82K 0.84% 26
2025
Q1 		$6.54M Buy
+26,645
New +$6.54M 0.89% 23