CWMGO
JPM icon

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

Capstone Wealth Management Group (Oregon)’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 		$670K Sell
2,312
-138
-6% -$40K 0.49% 49
2025
Q1 		$601K Sell
2,450
-34
-1% -$8.34K 0.48% 49
2024
Q4 		$595K Buy
+2,484
New +$595K 0.45% 49