National Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$447K	Buy	+1,824	New	+$447K	0.29%	83
2023 Q3	–	Sell	-3,397	Closed	-$530K	–	141
2023 Q2	$530K	Buy	+3,397	New	+$530K	0.55%	55
2023 Q1	–	Sell	-3,353	Closed	-$450K	–	150
2022 Q4	$450K	Buy	+3,353	New	+$450K	0.54%	57