Innovative Wealth Building’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
$280K Buy
965
+22
+2% +$6.38K 0.23% 42
2025
Q1
$231K Buy
943
+87
+10% +$21.3K 0.21% 45
2024
Q4
$205K Buy
+856
New +$205K 0.19% 50