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DMKC Advisory Services’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.5M Buy
12,090
+1,361
+13% +$395K 1.84% 19
2025
Q1
$2.63M Sell
10,729
-111
-1% -$27.2K 2.37% 10
2024
Q4
$2.6M Buy
+10,840
New +$2.6M 2.36% 10