LPWM LLC’s JPMorgan Chase JPM Stock Holding History

LPWM LLC’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 Q3	$334K	Hold
2025 Q2	$307K	Hold
2025 Q1	$260K	Sell
2024 Q4	$266K	Hold
2024 Q3	$228K	Hold
2024 Q2	$228K	Buy