IronOak Wealth’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	$1.79M	Buy	+6,171	New	+$1.79M	1.74%	22
2024 Q4	$810K	Buy	+3,380	New	+$810K	0.91%	44