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Parkshore Wealth Management’s JPMorgan Chase JPM Stock Holding History

Parkshore 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 		$316K Hold
1,091
– – 0.15% 50
2025
Q1 		$268K Sell
1,091
-48
-4% -$11.8K 0.16% 55
2024
Q4 		$273K Buy
+1,139
New +$273K 0.16% 58