Curran Financial Partners’s JPMorgan Chase JPM Stock Holding History

Curran Financial Partners’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 Q3	$349K	Sell
2025 Q2	$375K	Buy
2025 Q1	$266K	Buy
2022 Q4	–	Sell
2022 Q3	$240K	Sell
2022 Q2	$271K	Buy
2022 Q1	$326K	Buy
2021 Q4	$379K	Buy