Northwest Quadrant Wealth Management’s JPMorgan Chase JPM Stock Holding History

Northwest Quadrant 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 Q2	$390K	Buy
2025 Q1	$328K	Buy
2024 Q4	$320K	Buy
2020 Q1	–	Sell
2019 Q4	$218K	Buy
2019 Q3	–	Sell
2019 Q2	$201K	Buy