JPMorgan Chase & Co
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JPMorgan Chase & Co’s Prestige Wealth PWM Stock Holding History

JPMorgan Chase & Co’s Portfolio PWM Stock Details PWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,078
Closed -$1.26K – 6515
2025
Q1 		$1.26K Buy
3,078
+807
+36% +$331 ﹤0.01% 5724
2024
Q4 		$2.95K Buy
+2,271
New +$2.95K ﹤0.01% 5537