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

Tumwater 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 		$385K Hold
1,327
– – 0.18% 23
2025
Q1 		$326K Hold
1,327
– – 0.17% 22
2024
Q4 		$318K Buy
+1,327
New +$318K 0.17% 23