Campbell Deegan Wealth Management’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
824
+4
+0.5% +$1.16K 0.24% 36
2025
Q1
$201K Sell
820
-72
-8% -$17.7K 0.23% 39
2024
Q4
$214K Buy
+892
New +$214K 0.26% 40