Liberty Square Wealth Partners’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
$341K Hold
1,175
0.12% 103
2025
Q1
$288K Hold
1,175
0.11% 113
2024
Q4
$325K Buy
+1,175
New +$325K 0.12% 110