Vertex Planning Partners’s JPMorgan Chase JPM Stock Holding History

Vertex Planning Partners’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	$655K	Sell
2025 Q1	$557K	Sell
2024 Q4	$558K	Buy
2024 Q3	$481K	Buy
2024 Q2	$461K	Buy
2024 Q1	$408K	Sell
2023 Q4	$439K	Buy
2023 Q3	$271K	Sell
2023 Q2	$291K	Buy
2023 Q1	–	Sell
2022 Q4	$467K	Buy