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Stillwater Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Stillwater Wealth Management Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$3.42M Buy
13,942
+870
+7% +$213K 2.96% 7
2024
Q4 		$3.13M Buy
+13,072
New +$3.13M 2.81% 8