Retirement Planning Group (New York)’s JPMorgan Chase JPM Stock Holding History

Retirement Planning Group (New York)’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	$655K	Buy
2025 Q1	$473K	Buy
2024 Q4	$259K	Buy