JWM
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JDH Wealth Management’s JPMorgan Chase JPM Stock Holding History

JDH Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$331K Buy
1,141
+12
+1% +$3.48K 0.25% 39
2025
Q1 		$277K Hold
1,129
– – 0.24% 39
2024
Q4 		$271K Buy
+1,129
New +$271K 0.24% 41