Wrenne Financial Planning’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	$336K	Sell	1,159 -38	-3%	-$11K	0.16%	34
2025 Q1	$294K	Sell	1,197 -37	-3%	-$9.08K	0.16%	33
2024 Q4	$296K	Hold	1,234	–	–	0.17%	33
2024 Q3	$260K	Buy	1,234 +165	+15%	+$34.8K	0.16%	35
2024 Q2	$216K	Buy	+1,069	New	+$216K	0.15%	35