Entruity Wealth’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Hold
1,370
0.34% 34
2025
Q1
$336K Hold
1,370
0.32% 34
2024
Q4
$328K Buy
+1,370
New +$328K 0.33% 35