GWN Securities’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
$3.18M Sell
10,758
-10,187
-49% -$3.02M 0.59% 48
2025
Q1
$5.35M Buy
20,945
+9,122
+77% +$2.33M 0.3% 73
2024
Q4
$3.1M Buy
+11,823
New +$3.1M 0.83% 22