TWM
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Topsail Wealth Management’s JPMorgan Chase JPM Stock Holding History

Topsail 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 		$1.74M Buy
6,015
+16
+0.3% +$4.64K 0.32% 37
2025
Q1 		$1.47M Buy
5,999
+1,164
+24% +$286K 0.3% 33
2024
Q4 		$1.16M Buy
+4,835
New +$1.16M 0.25% 38