Cherry Tree Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cherry Tree Wealth Management’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 Q2	$917K	Sell
2025 Q1	$795K	Buy
2024 Q4	$760K	Hold
2024 Q3	$668K	Hold
2024 Q2	$641K	Buy
2024 Q1	$629K	Buy
2023 Q4	$531K	Sell
2023 Q3	$574K	Buy
2023 Q2	$528K	Buy