Holistic Planning’s JPMorgan Chase JPM Stock Holding History

Holistic Planning’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 Q2	$2.04M	Buy
2025 Q1	$1.07M	Sell
2024 Q4	$1.05M	Sell
2024 Q3	$954K	Buy
2024 Q2	$812K	Hold
2024 Q1	$812K	Buy
2023 Q4	$685K	Buy