Parkworth Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Buy
472
+46
+11% +$13.3K 0.1% 70
2025
Q1
$105K Buy
426
+2
+0.5% +$491 0.08% 71
2024
Q4
$102K Buy
+424
New +$102K 0.08% 68