Magnolia 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 Q1	$233K	Hold	949	–	–	0.17%	12
2024 Q4	$227K	Hold	949	–	–	0.16%	12
2024 Q3	$200K	Buy	+949	New	+$200K	0.14%	12
2024 Q2	–	Sell	-1,898	Closed	-$379K	–	18
2024 Q1	$379K	Buy	+1,898	New	+$379K	0.16%	14