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Inman Jager Wealth Management’s JPMorgan Chase JPM Stock Holding History

Inman Jager Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.51M Buy
8,669
+95
+1% +$27.5K 1.7% 14
2025
Q1 		$2.1M Sell
8,574
-872
-9% -$214K 1.58% 15
2024
Q4 		$2.26M Buy
+9,446
New +$2.26M 1.76% 15