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

Nicholson Wealth Management Group’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$731K Buy
2,522
+46
+2% +$13.3K 0.45% 81
2025
Q1 		$607K Hold
2,476
– – 0.4% 82
2024
Q4 		$594K Hold
2,476
– – 0.4% 82
2024
Q3 		$522K Buy
+2,476
New +$522K 0.43% 84