Transce3nd’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
$1.3M Buy
4,493
+724
+19% +$210K 0.55% 32
2025
Q1
$924K Sell
3,769
-651
-15% -$160K 0.41% 40
2024
Q4
$1.06M Buy
+4,420
New +$1.06M 0.36% 43