Twin Peaks Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Twin Peaks 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 Q3	$695K	Buy
2025 Q2	$627K	Sell
2025 Q1	$548K	Sell
2024 Q4	$566K	Buy
2024 Q3	$448K	Buy
2024 Q2	$386K	Buy
2024 Q1	$343K	Sell
2023 Q4	$325K	Buy