Symphony Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Buy	6,440 +31	+0.5%	+$8.99K	1.12%	23
2025 Q1	$1.57M	Sell	6,409 -79	-1%	-$19.4K	1.03%	23
2024 Q4	$1.56M	Buy	6,488 +7	+0.1%	+$1.68K	1.25%	21
2024 Q3	$1.37M	Sell	6,481 -94	-1%	-$19.8K	1.16%	20
2024 Q2	$1.35M	Buy	+6,575	New	+$1.35M	1.16%	20