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David Wealth Management’s JPMorgan Chase JPM Stock Holding History

David 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 		$377K Buy
1,299
+12
+0.9% +$3.48K 0.28% 34
2025
Q1 		$316K Sell
1,287
-8
-0.6% -$1.96K 0.26% 35
2024
Q4 		$311K Buy
+1,295
New +$311K 0.26% 36