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GK Wealth Management’s JPMorgan Chase JPM Stock Holding History

GK Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$435K Sell
1,499
-69
-4% -$20K 0.39% 61
2025
Q1 		$385K Sell
1,568
-106
-6% -$26K 0.44% 57
2024
Q4 		$401K Buy
+1,674
New +$401K 0.51% 51