Frederick Financial Consultants’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
1,449
+70
+5% +$20.3K 0.26% 56
2025
Q1
$338K Buy
1,379
+259
+23% +$63.5K 0.24% 61
2024
Q4
$268K Buy
+1,120
New +$268K 0.21% 67