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Whipplewood Advisors’s JPMorgan Chase JPM Stock Holding History

Whipplewood Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$393K Sell
1,357
-8,182
-86% -$2.37M 0.22% 109
2025
Q1 		$330K Buy
9,539
+8,194
+609% +$283K 0.19% 110
2024
Q4 		$322K Buy
+1,345
New +$322K 0.18% 115