One Wealth Management Investment & Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,811	Closed	-$366K	–	92
2024 Q2	$366K	Sell	1,811 -7	-0.4%	-$1.42K	0.15%	73
2024 Q1	$364K	Buy	1,818 +43	+2%	+$8.61K	0.15%	80
2023 Q4	$302K	Buy	+1,775	New	+$302K	0.13%	93