Capstone Wealth Management (Alabama)’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Hold
1,191
0.3% 35
2025
Q1
$292K Hold
1,191
0.29% 38
2024
Q4
$285K Buy
+1,191
New +$285K 0.28% 35