IMG Wealth Management’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
$447K Buy
1,543
+180
+13% +$52.2K 0.35% 39
2025
Q1
$334K Buy
1,363
+9
+0.7% +$2.21K 0.3% 42
2024
Q4
$325K Buy
+1,354
New +$325K 0.3% 44