FDW
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Fourth Dimension Wealth’s JPMorgan Chase JPM Stock Holding History

Fourth Dimension 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 		$1.23M Buy
4,232
+2,367
+127% +$686K 0.52% 43
2025
Q1 		$457K Sell
1,865
-100
-5% -$24.5K 0.22% 77
2024
Q4 		$471K Buy
+1,965
New +$471K 0.25% 70