Franklin, Parlapiano, Turner & Welch’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
$234K Hold
2025
Q2
$215K Buy
2017
Q2
Sell
2017
Q1
$57K Hold
2016
Q4
$56K Hold
2016
Q3
$43K Hold
2016
Q2
$40K Buy
2016
Q1
$29K Hold
2015
Q4
$32K Buy