JFG Wealth Management’s JPMorgan Chase JPM Stock Holding History

JFG Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$347K	Buy
2025 Q2	$250K	Hold
2025 Q1	$211K	Sell
2024 Q4	$365K	Buy
2024 Q3	$321K	Buy
2022 Q1	–	Sell
2021 Q4	$432K	Sell
2021 Q3	$473K	Hold
2021 Q2	$450K	Buy