Freedom Financial Partners’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	$354K	Buy	1,220 +4	+0.3%	+$1.16K	0.15%	61
2025 Q1	$298K	Sell	1,216 -4	-0.3%	-$981	0.14%	61
2024 Q4	$292K	Buy	+1,220	New	+$292K	0.14%	61