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Fidato Wealth’s JPMorgan Chase JPM Stock Holding History

Fidato Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,149
Closed -$282K – 17
2025
Q1 		$282K Hold
1,149
– – 0.22% 18
2024
Q4 		$275K Buy
+1,149
New +$275K 0.21% 18