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Concentrum Wealth Management’s JPMorgan Chase JPM Stock Holding History

Concentrum Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$339K Buy
1,169
+162
+16% +$47K 0.11% 53
2025
Q1 		$247K Buy
1,007
+67
+7% +$16.4K 0.09% 72
2024
Q4 		$225K Buy
+940
New +$225K 0.08% 76