FMB Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$402K Buy
2025
Q2
$368K Buy
2025
Q1
$305K Buy
2024
Q4
$297K Buy
2024
Q3
$261K Hold
2024
Q2
$250K Buy
2024
Q1
$246K Hold
2023
Q4
$209K Buy