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Parkwoods Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Parkwoods Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$537K Buy
1,853
+743
+67% +$215K 0.31% 26
2025
Q1 		$272K Hold
1,110
– – 0.18% 38
2024
Q4 		$266K Hold
1,110
– – 0.21% 22
2024
Q3 		$234K Buy
+1,110
New +$234K 0.19% 23