MPPW
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Mitchell & Pahl Private Wealth’s JPMorgan Chase JPM Stock Holding History

Mitchell & Pahl Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$445K Buy
1,535
+82
+6% +$23.8K 0.2% 129
2025
Q1 		$356K Hold
1,453
– – 0.17% 132
2024
Q4 		$348K Buy
+1,453
New +$348K 0.16% 132