CFC Planning Company’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	$526K	Buy	1,812 +23	+1%	+$6.67K	0.5%	43
2025 Q1	$439K	Hold	1,789	–	–	0.48%	43
2024 Q4	$429K	Buy	+1,789	New	+$429K	0.46%	46