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Three Cord True Wealth Management’s JPMorgan Chase JPM Stock Holding History

Three Cord True Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-920
Closed -$226K – 30
2025
Q1 		$226K Buy
920
+80
+10% +$19.6K 0.19% 26
2024
Q4 		$201K Buy
+840
New +$201K 0.17% 27