Facet Wealth Inc’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2025
Q1
$892K Buy
2024
Q4
$848K Buy
2024
Q3
$673K Buy
2024
Q2
$501K Buy
2024
Q1
$400K Sell
2023
Q4
$387K Buy
2023
Q3
$262K Buy