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

Private Wealth Management Group’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	$556K	Hold
2025 Q2	$511K	Buy
2025 Q1	$425K	Buy
2024 Q4	$390K	Sell
2024 Q3	$344K	Sell
2024 Q2	$331K	Sell
2024 Q1	$354K	Sell
2023 Q4	$390K	Buy