Freedom Financial Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$304K Sell
2025
Q3
$386K Buy
2025
Q2
$354K Buy
2025
Q1
$298K Sell
2024
Q4
$292K Buy