Future You Wealth’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
$460K Hold
1,587
0.25% 37
2025
Q1
$389K Sell
1,587
-28
-2% -$6.87K 0.25% 34
2024
Q4
$387K Buy
+1,615
New +$387K 0.27% 33