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Higgins & Schmidt Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Higgins & Schmidt Wealth Strategies’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$263K Hold
906
– – 0.15% 47
2025
Q1 		$222K Buy
906
+2
+0.2% +$491 0.13% 45
2024
Q4 		$217K Buy
+904
New +$217K 0.14% 45