Winnow Wealth’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
$145K Buy
500
+411
+462% +$119K 0.11% 61
2025
Q1
$21.7K Buy
89
+29
+48% +$7.07K 0.02% 187
2024
Q4
$14.2K Buy
+60
New +$14.2K 0.01% 185