Greykasell Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
6,916
+143
+2% +$41.5K 0.96% 30
2025
Q1
$1.66M Buy
6,773
+1
+0% +$245 0.89% 33
2024
Q4
$1.62M Buy
+6,772
New +$1.62M 0.9% 36