MBE Wealth Management’s JPMorgan Chase JPM Stock Holding History

MBE Wealth Management’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 Q2	$1.05M	Buy
2025 Q1	$862K	Buy
2024 Q4	$626K	Buy
2024 Q3	$522K	Sell
2024 Q2	$539K	Buy
2024 Q1	$370K	Buy
2023 Q4	$284K	Buy
2023 Q3	$226K	Buy
2023 Q2	$226K	Buy
2020 Q2	–	Sell
2020 Q1	$75K	Buy