Wood Tarver Financial Group’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
$143K Buy
497
+45
+10% +$12.9K 0.04% 166
2025
Q1
$111K Buy
452
+31
+7% +$7.6K 0.04% 180
2024
Q4
$100K Buy
+421
New +$100K 0.03% 195