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Mindset Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mindset Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$806K Sell
2,781
-155
-5% -$44.9K 0.26% 38
2025
Q1 		$720K Buy
2,936
+732
+33% +$180K 0.28% 36
2024
Q4 		$528K Buy
2,204
+50
+2% +$12K 0.19% 59
2024
Q3 		$454K Buy
+2,154
New +$454K 0.19% 64