Perissos Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Perissos Private Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$412K	Hold
2025 Q2	$378K	Sell
2025 Q1	$324K	Hold
2024 Q4	$316K	Buy
2024 Q3	$273K	Sell
2024 Q2	$308K	Hold
2024 Q1	$305K	Buy