EnRich Financial Partners’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-562	Closed	-$135K	–	142
2024 Q4	$135K	Hold	562	–	–	0.04%	68
2024 Q3	$119K	Sell	562 -35	-6%	-$7.38K	0.04%	67
2024 Q2	$121K	Buy	597 +35	+6%	+$7.08K	0.04%	65
2024 Q1	$113K	Buy	+562	New	+$113K	0.04%	66