Flagship Private Wealth’s JPMorgan Chase JPM Stock Holding History

Flagship Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$428K	Buy
2025 Q2	$289K	Buy
2025 Q1	$243K	Buy
2024 Q4	$237K	Buy
2024 Q3	$207K	Buy
2021 Q3	–	Sell
2021 Q2	$83.4K	Buy
2021 Q1	$83.1K	Sell
2020 Q4	$81.5K	Buy