Partnership 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
2024
Q4
Sell
-207
Closed -$43.6K 127
2024
Q3
$43.6K Hold
207
0.03% 127
2024
Q2
$41.9K Hold
207
0.03% 153
2024
Q1
$41.5K Hold
207
0.03% 155
2023
Q4
$36.1K Buy
+207
New +$36.1K 0.03% 157