MWM
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Momentous Wealth Management’s JPMorgan Chase JPM Stock Holding History

Momentous Wealth Management’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 		$509K Sell
1,756
-28
-2% -$8.12K 0.33% 24
2025
Q1 		$438K Buy
1,784
+591
+50% +$145K 0.31% 24
2024
Q4 		$286K Buy
+1,193
New +$286K 0.24% 27