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Wise Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Wise Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$700K Buy
2,415
+950
+65% +$275K 1.17% 23
2025
Q1 		$359K Buy
1,465
+7
+0.5% +$1.72K 0.86% 29
2024
Q4 		$349K Buy
+1,458
New +$349K 0.86% 27