CFC Planning Company’s JPMorgan Chase JPM Stock Holding History

CFC Planning Company’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.87M	Buy
2025 Q2	$526K	Buy
2025 Q1	$439K	Hold
2024 Q4	$429K	Buy