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Veridan Wealth’s JPMorgan Chase JPM Stock Holding History

Veridan Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$264K Buy
1,078
+13
+1% +$3.19K 0.12% 66
2024
Q4 		$284K Buy
+1,065
New +$284K 0.13% 71
2024
Q2 		$321K Buy
+1,106
New +$321K 0.13% 67