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Talon Private Wealth’s JPMorgan Chase JPM Stock Holding History

Talon Private Wealth’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
Q2 		$3.09M Sell
10,647
-963
-8% -$279K 0.43% 32
2025
Q1 		$2.9M Buy
11,610
+11,014
+1,848% +$2.75M 0.39% 32
2024
Q4 		$143K Buy
596
+163
+38% +$39.1K 0.03% 131
2024
Q3 		$91.3K Buy
+433
New +$91.3K 0.02% 94