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Kondo Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Kondo Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$390K Sell
1,343
-8
-0.6% -$2.32K 0.17% 45
2025
Q1 		$331K Buy
1,351
+32
+2% +$7.85K 0.16% 44
2024
Q4 		$316K Buy
+1,319
New +$316K 0.16% 48