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Tolleson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Tolleson Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,325
Closed -$318K – 100
2024
Q4 		$318K Buy
+1,325
New +$318K 0.07% 80