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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$378K	Buy
2025 Q2	$346K	Sell
2025 Q1	$315K	Buy
2024 Q4	$300K	Sell
2024 Q3	$508K	Hold
2024 Q2	$487K	Buy