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Palacios Wealth Management’s JPMorgan Chase JPM Stock Holding History

Palacios Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.19M Buy
7,556
+5,226
+224% +$1.52M 1.8% 14
2025
Q1 		$572K Sell
2,330
-2
-0.1% -$491 0.42% 31
2024
Q4 		$583K Buy
+2,332
New +$583K 0.63% 32