Zynergy Retirement 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	$383K	Buy	1,321 +132	+11%	+$38.3K	0.26%	19
2025 Q1	$285K	Hold	1,189	–	–	0.2%	23
2024 Q4	$251K	Hold	1,189	–	–	0.18%	25
2024 Q3	$251K	Sell	1,189 -100	-8%	-$21.1K	0.18%	25
2024 Q2	$261K	Buy	+1,289	New	+$261K	0.2%	23