1248 Management’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	$12.8M	Buy	44,179 +32	+0.1%	+$9.28K	4.73%	5
2025 Q1	$10.8M	Buy	44,147 +295	+0.7%	+$72.4K	4.63%	6
2024 Q4	$10.5M	Buy	+43,852	New	+$10.5M	4.53%	5