XY Planning Network’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	$656K	Buy	+2,264	New	+$656K	0.22%	95
2025 Q1	–	Sell	-1,958	Closed	-$469K	–	112
2024 Q4	$469K	Buy	+1,958	New	+$469K	0.35%	53