Signal Tree Financial Partners’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
1,073
-33
-3% -$9.57K 0.27% 33
2025
Q1
$271K Buy
1,106
+80
+8% +$19.6K 0.27% 35
2024
Q4
$246K Buy
+1,026
New +$246K 0.29% 39