Simplicity Wealth’s JPMorgan Chase JPM Stock Holding History

Simplicity Wealth’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	$15.2M	Buy
2025 Q1	$7.32M	Buy
2024 Q4	$4M	Sell
2024 Q3	$6.47M	Sell
2024 Q2	$23.3M	Buy
2024 Q1	$21.2M	Buy
2023 Q4	$369K	Buy