Dodds Wealth’s JPMorgan Chase JPM Stock Holding History

Dodds Wealth’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 Q2	$437K	Sell
2025 Q1	$407K	Hold
2024 Q4	$436K	Hold
2024 Q3	$353K	Buy
2024 Q2	$308K	Buy
2024 Q1	$257K	Buy
2023 Q4	$205K	Buy