FirstPurpose Wealth’s JPMorgan Chase JPM Stock Holding History

FirstPurpose Wealth’s Portfolio JPM Stock Details JPM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.14M	Sell
2023 Q4	$1M	Buy
2023 Q3	$852K	Buy
2023 Q2	$838K	Buy
2023 Q1	$744K	Buy
2022 Q4	$743K	Sell
2022 Q3	$592K	Buy
2022 Q2	$594K	Buy
2022 Q1	$679K	Buy
2021 Q4	$749K	Buy