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Partners Wealth Management’s JPMorgan Chase JPM Stock Holding History

Partners Wealth Management’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 		$954K Hold
3,913
– – 1.09% 28
2025
Q1 		$960K Sell
3,913
-136
-3% -$33.4K 1.09% 29
2024
Q4 		$971K Buy
+4,049
New +$971K 1.1% 26