LeConte Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$925K Buy
3,190
+1,307
+69% +$379K 0.63% 23
2025
Q1
$462K Buy
+1,883
New +$462K 0.29% 32