Comprehensive Financial Management’s JPMorgan Chase JPM Stock Holding History

Comprehensive Financial 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	$305K	Hold
2025 Q1	$258K	Hold
2024 Q4	$252K	Hold
2024 Q3	$222K	Hold
2024 Q2	$213K	Hold
2024 Q1	$211K	Buy