Kaizen Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Kaizen Financial Strategies’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 Q2	$688K	Buy
2025 Q1	$506K	Buy
2024 Q4	$492K	Buy
2024 Q3	$426K	Buy
2024 Q2	$434K	Sell
2024 Q1	$440K	Buy
2023 Q4	$364K	Buy
2023 Q3	$310K	Buy
2023 Q2	$316K	Buy
2023 Q1	$277K	Sell
2022 Q4	$320K	Buy