Twin City Private Wealth’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.59M Sell
2025
Q1
$4.55M Sell
2024
Q4
$4.5M Sell
2024
Q3
$3.98M Sell
2024
Q2
$3.83M Buy
2024
Q1
$3.79M Buy