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Parr McKnight Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13M Sell
44,804
-529
-1% -$153K 1.78% 6
2025
Q1 		$11.1M Sell
45,333
-1,219
-3% -$299K 1.6% 7
2024
Q4 		$11.2M Buy
+46,552
New +$11.2M 1.6% 9