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Dogwood Wealth Management’s JPMorgan Chase JPM Stock Holding History

Dogwood Wealth Management’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
2026
Q2 		$1.01M Sell
3,081
-929
-23% -$288K 0.4% 35
2026
Q1 		$1.18M Sell
4,010
-623
-13% -$189K 0.51% 36
2025
Q4 		$1.49M Sell
4,633
-545
-11% -$169K 0.66% 35
2025
Q3 		$1.63M Sell
5,178
-849
-14% -$253K 0.74% 34
2025
Q2 		$1.7M Buy
6,027
+142
+2% +$36.2K 0.83% 32
2025
Q1 		$1.44M Buy
5,885
+174
+3% +$44.4K 0.76% 35
2024
Q4 		$1.37M Buy
5,711
+802
+16% +$187K 0.72% 37
2024
Q3 		$1.04M Buy
4,909
+1,465
+43% +$309K 0.6% 37
2024
Q2 		$697K Buy
3,444
+828
+32% +$162K 0.43% 40
2024
Q1 		$524K Buy
2,616
+183
+8% +$33K 0.35% 44
2023
Q4 		$414K Buy
+2,433
New +$369K 0.32% 54

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Wealth Enhancement Advisory Services
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CRM
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CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return