Whalen Wealth Management’s JPMorgan Chase JPM Stock Holding History

Whalen Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.15M	Buy
2025 Q1	–	Sell
2024 Q4	$1.24M	Buy
2024 Q3	$815K	Sell
2024 Q2	$813K	Sell
2024 Q1	$808K	Buy
2023 Q4	$657K	Buy