Defined 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	$407K	Buy	1,419 +57	+4%	+$16.3K	0.36%	38
2025 Q1	$332K	Buy	1,362 +166	+14%	+$40.4K	0.34%	47
2024 Q4	$287K	Buy	+1,196	New	+$287K	0.31%	49