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Shepherd Wealth Management’s JPMorgan Chase JPM Stock Holding History

Shepherd Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.96M Sell
13,686
-4,028
-23% -$1.16M 2.69% 12
2025
Q1 		$4.35M Buy
17,714
+7,100
+67% +$1.74M 4.47% 12
2024
Q4 		$2.54M Buy
+10,614
New +$2.54M 2.5% 11