Premier Path Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.4M Buy
2025
Q1
$6M Sell
2024
Q4
$5.89M Buy
2024
Q3
$5.14M Buy
2024
Q2
$4.9M Buy
2024
Q1
$4.66M Sell
2023
Q4
$4.08M Buy