Navigoe Wealth Management’s JPMorgan Chase JPM Stock Holding History

Navigoe Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$229K	Buy
2025 Q2	$206K	Hold
2025 Q1	$174K	Sell
2024 Q4	$191K	Buy