Yoder Wealth Management’s JPMorgan Chase JPM Stock Holding History

Yoder Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$440K	Buy
2025 Q1	$330K	Sell
2024 Q4	$344K	Buy
2024 Q3	$295K	Buy
2024 Q2	$277K	Sell
2024 Q1	$278K	Sell
2023 Q4	$265K	Buy
2023 Q3	$220K	Buy
2023 Q2	$203K	Buy