SilverOak Wealth Management’s JPMorgan Chase JPM Stock Holding History

SilverOak 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 Q2	$1.04M	Buy
2025 Q1	$736K	Hold
2024 Q4	$720K	Buy
2024 Q3	$630K	Hold
2024 Q2	$604K	Buy
2024 Q1	$474K	Sell
2023 Q4	$406K	Buy