One Wealth Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Buy	+799	New	+$232K	0.11%	96
2025 Q1	–	Sell	-875	Closed	-$210K	–	111
2024 Q4	$210K	Buy	+875	New	+$210K	0.11%	107