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Theory Financial’s JPMorgan Chase JPM Stock Holding History

Theory Financial’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 		$277K Buy
935
+10
+1% +$2.96K 0.11% 74
2025
Q1 		$227K Hold
925
– – 0.1% 75
2024
Q4 		$222K Buy
+925
New +$222K 0.09% 73