Cooksen Wealth’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
$176K Sell
608
-35
-5% -$10.1K 0.14% 46
2025
Q1
$129K Buy
+643
New +$129K 0.13% 52
2024
Q1
Sell
-643
Closed -$109K 69
2023
Q4
$109K Buy
+643
New +$109K 0.12% 52