Comprehensive Financial Planning’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	$537K	Buy	1,852 +8	+0.4%	+$2.32K	0.42%	57
2025 Q1	$452K	Buy	1,844 +971	+111%	+$238K	0.44%	54
2024 Q4	$209K	Buy	+873	New	+$209K	0.18%	83