1620 Investment Advisors’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.00% Non-Cumulative Preferred Stock, Series EE JPM.PRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.5K	Buy	1,645 +125	+8%	+$3.15K	0.03%	329
2025 Q1	$38K	Buy	1,520 +505	+50%	+$12.6K	0.03%	325
2024 Q4	$25.8K	Hold	1,015	–	–	0.02%	363
2024 Q3	$25.8K	Hold	1,015	–	–	0.02%	373
2024 Q2	$25.5K	Buy	+1,015	New	+$25.5K	0.02%	367