Quotient Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Quotient Wealth Partners’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	$4.64M	Buy
2025 Q2	$4.12M	Buy
2025 Q1	$3.07M	Sell
2024 Q4	$3.11M	Buy
2024 Q3	$2.71M	Buy
2024 Q2	$2.58M	Buy
2024 Q1	$2.03M	Buy
2023 Q4	$1.36M	Buy