Simplicity Wealth’s JPMorgan Chase JPM Stock Holding History

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