Delap Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Delap Wealth Advisory’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$320K	Buy
2024 Q2	–	Sell
2024 Q1	$1.12M	Buy
2023 Q4	$378K	Buy
2023 Q1	–	Sell
2022 Q4	$425K	Buy