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Rainier Family Wealth’s JPMorgan Chase JPM Stock Holding History

Rainier 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 		$1.67M Sell
5,762
-193
-3% -$56K 1.67% 17
2025
Q1 		$1.46M Sell
5,955
-77
-1% -$18.9K 1.72% 18
2024
Q4 		$1.45M Buy
+6,032
New +$1.45M 1.75% 15