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Shum Financial Group’s JPMorgan Chase JPM Stock Holding History

Shum Financial Group’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
Q1 		$2.68M Buy
10,919
+13
+0.1% +$3.19K 2.32% 10
2024
Q4 		$2.61M Sell
10,906
-351
-3% -$84.1K 2.26% 11
2024
Q3 		$2.49M Buy
+11,257
New +$2.49M 2.08% 13