Financial Guidance Group’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
$293K Hold
1,011
0.14% 68
2025
Q1
$248K Buy
1,011
+117
+13% +$28.7K 0.13% 66
2024
Q4
$214K Buy
+894
New +$214K 0.12% 69