QFW
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QTR Family Wealth’s JPMorgan Chase JPM Stock Holding History

QTR Family Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.81M Buy
6,234
+970
+18% +$281K 1.12% 23
2025
Q1 		$1.29M Buy
+5,264
New +$1.29M 0.97% 29