Turtle Creek Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.4M	Buy
2025 Q1	$12.2M	Buy
2024 Q4	$9.83M	Buy
2024 Q3	$8.53M	Buy
2024 Q2	$7.95M	Buy
2024 Q1	$7.12M	Buy
2023 Q4	$5.75M	Buy