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Pines Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pines Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.08M Buy
20,525
+454
+2% +$134K 2.15% 10
2025
Q1 		$4.35M Buy
20,071
+79
+0.4% +$17.1K 2.01% 10
2024
Q4 		$4.8M Buy
+19,992
New +$4.8M 2.09% 10