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Williams & Novak’s JPMorgan Chase JPM Stock Holding History

Williams & Novak’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$346K Sell
1,193
-100
-8% -$29K 0.29% 82
2025
Q1 		$315K Buy
1,293
+43
+3% +$10.5K 0.31% 78
2024
Q4 		$300K Sell
1,250
-1,159
-48% -$278K 0.29% 81
2024
Q3 		$508K Hold
2,409
– – 0.47% 56
2024
Q2 		$487K Buy
+2,409
New +$487K 0.45% 55