Processus Wealth & Capital Management’s JPMorgan Chase JPM Stock Holding History

Processus Wealth & Capital 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 Q2	$5.41M	Buy
2025 Q1	$4.51M	Sell
2024 Q4	$4.41M	Sell
2024 Q3	$4.01M	Sell
2024 Q2	$3.88M	Buy
2024 Q1	$3.82M	Buy
2023 Q4	$3.16M	Buy