MAS
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MPWM Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$32.2K Sell
111
-206
-65% -$59.7K 0.02% 196
2025
Q1
$77.8K Buy
317
+16
+5% +$3.93K 0.06% 113
2024
Q4
$72.2K Buy
+301
New +$72.2K 0.05% 121