FWP
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Fiduciary Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Fiduciary Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$488K Sell
1,682
-527
-24% -$153K 0.46% 26
2025
Q1 		$542K Buy
+2,209
New +$542K 0.47% 15