Garrett Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Garrett Wealth Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Buy
2025 Q1	$975K	Buy
2024 Q4	$786K	Buy
2024 Q3	$568K	Buy
2024 Q2	$545K	Buy
2024 Q1	$302K	Buy
2023 Q4	$256K	Buy
2023 Q3	$210K	Buy
2019 Q4	–	Sell
2019 Q3	$48K	Buy