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OLIO Financial Planning’s JPMorgan Chase JPM Stock Holding History

OLIO Financial Planning’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$645K Sell
2,224
-50
-2% -$14.5K 0.2% 31
2025
Q1 		$558K Hold
2,274
– – 0.19% 32
2024
Q4 		$545K Buy
+2,274
New +$545K 0.19% 34