Essential Planning’s JPMorgan Chase JPM Stock Holding History

Essential Planning’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 Q3	$431K	Buy
2025 Q2	$356K	Sell
2025 Q1	$306K	Sell
2024 Q4	$19.7M	Buy
2024 Q3	$302K	Buy
2024 Q2	$263K	Sell
2024 Q1	$261K	Hold
2023 Q4	$261K	Hold
2023 Q3	$222K	Hold
2023 Q2	$223K	Buy