Oak Wealth Advisors’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	–	Sell	-990	Closed	-$237K	–	56
2024 Q4	$237K	Buy	+990	New	+$237K	0.18%	55