Rockline Wealth Management’s JPMorgan Chase JPM Stock Holding History

Rockline Wealth Management’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	$10.8M	Buy
2025 Q2	$9.87M	Buy
2025 Q1	$8.32M	Buy
2024 Q4	$7.95M	Buy
2024 Q3	$6.74M	Buy
2024 Q2	$6.31M	Buy
2024 Q1	$6.09M	Buy
2023 Q4	$5.08M	Buy