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Navigoe Wealth Management’s JPMorgan Chase JPM Stock Holding History

Navigoe 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 		$206K Hold
711
– – 0.16% 35
2025
Q1 		$174K Sell
711
-90
-11% -$22K 0.15% 37
2024
Q4 		$191K Buy
+801
New +$191K 0.19% 35