Walden Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$848K Hold
4,193
0.47% 34
2024
Q1
$820K Hold
4,193
0.48% 35
2023
Q4
$713K Buy
+4,193
New +$713K 0.45% 37