Fairvoy Private 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
$1.56M Buy
5,389
+676
+14% +$196K 0.39% 60
2025
Q1
$1.16M Sell
4,713
-7
-0.1% -$1.72K 0.32% 70
2024
Q4
$1.13M Buy
+4,720
New +$1.13M 0.3% 69