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Flywheel Private Wealth’s JPMorgan Chase JPM Stock Holding History

Flywheel Private 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 		$675K Hold
2,327
– – 0.54% 29
2025
Q1 		$571K Sell
2,327
-100
-4% -$24.5K 0.52% 34
2024
Q4 		$582K Buy
+2,427
New +$582K 0.53% 32