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FSR Wealth Management’s JPMorgan Chase JPM Stock Holding History

FSR Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,076
Closed -$2.47M – 40
2025
Q1 		$2.47M Sell
10,076
-63
-0.6% -$15.5K 3.26% 10
2024
Q4 		$2.43M Buy
+10,139
New +$2.43M 3.05% 11