Widmann Financial Services’s JPMorgan Chase JPM Stock Holding History

Widmann Financial Services’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	$550K	Buy
2025 Q1	$422K	Hold
2024 Q4	$412K	Sell
2024 Q3	$365K	Sell
2024 Q2	$359K	Hold
2024 Q1	$355K	Hold
2023 Q4	$302K	Buy
2022 Q1	–	Sell
2021 Q4	$145K	Buy