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Puff Wealth Management’s JPMorgan Chase JPM Stock Holding History

Puff 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 		$953K Buy
3,288
+845
+35% +$245K 0.69% 21
2025
Q1 		$599K Sell
2,443
-138
-5% -$33.9K 0.56% 33
2024
Q4 		$619K Buy
+2,581
New +$619K 1.08% 31