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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$655K Buy
2,258
+331
+17% +$96K 0.58% 35
2025
Q1 		$473K Buy
1,927
+847
+78% +$208K 0.48% 42
2024
Q4 		$259K Buy
+1,080
New +$259K 0.29% 53