Total Wealth Planning & Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.07M	Buy	7,126 +155	+2%	+$44.9K	1.67%	7
2025 Q1	$1.71M	Buy	6,971 +31	+0.4%	+$7.61K	1.62%	7
2024 Q4	$1.66M	Buy	+6,940	New	+$1.66M	1.51%	11