Wilkins Miller Wealth Management’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	$1.61M	Sell	5,566 -168	-3%	-$48.7K	1.1%	24
2025 Q1	$1.41M	Buy	5,734 +20	+0.4%	+$4.91K	1.06%	27
2024 Q4	$1.37M	Buy	+5,714	New	+$1.37M	1.43%	18