OWP
ORG Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
10,893
-75
| -0.7% | -$21.8K | 0.76% | 17 |
|
|
2025
Q1 | $2.68M | Buy |
10,968
+8,880
| +425% | +$2.17M | 0.82% | 19 |
|
|
2024
Q4 | $501K | Sell |
2,088
-67
| -3% | -$16.1K | 0.15% | 65 |
|
|
2024
Q3 | $455K | Buy |
+2,155
| New | +$455K | 0.15% | 69 |
|