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Solano Wealth Management’s JPMorgan Chase JPM Stock Holding History

Solano Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$374K Sell
1,850
-516
-22% -$104K 0.21% 27
2024
Q1 		$474K Buy
2,366
+3
+0.1% +$601 0.27% 24
2023
Q4 		$402K Buy
+2,363
New +$402K 0.24% 22