WealthGarden F.S.’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$931K	Buy	3,144 +3	+0.1%	+$889	0.77%	40
2025 Q1	$770K	Buy	3,141 +10	+0.3%	+$2.45K	0.74%	48
2024 Q4	$751K	Buy	3,131 +9	+0.3%	+$2.16K	0.7%	46
2024 Q3	$658K	Hold	3,122	–	–	0.64%	50
2024 Q2	$631K	Buy	+3,122	New	+$631K	0.67%	52