Enzi Wealth’s JPMorgan Chase JPM Stock Holding History

Enzi Wealth’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$396K	Buy
2025 Q2	$371K	Buy
2025 Q1	$316K	Sell
2024 Q4	$343K	Buy
2024 Q3	$274K	Sell
2024 Q2	$264K	Buy
2024 Q1	$216K	Buy
2023 Q1	–	Sell
2022 Q4	$336K	Hold
2022 Q3	$328K	Buy