Gentry Private Wealth’s JPMorgan Chase JPM Stock Holding History

Gentry Private Wealth’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 Q3	$797K	Buy
2025 Q2	$702K	Buy
2025 Q1	$590K	Buy
2024 Q4	–	Sell
2024 Q3	$501K	Sell
2024 Q2	$493K	Buy