3Chopt Investment Partners’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.18M	Sell	17,618 -244	-1%	-$74K	1.19%	16
2025 Q4	$5.76M	Sell	17,862 -71	-0.4%	-$22K	1.29%	14
2025 Q3	$5.66M	Sell	17,933 -60	-0.3%	-$17.8K	1.29%	13
2025 Q2	$5.22M	Sell	17,993 -75	-0.4%	-$19.1K	1.25%	14
2025 Q1	$4.43M	Buy	18,068 +638	+4%	+$163K	1.16%	16
2024 Q4	$4.18M	Buy	17,430 +69	+0.4%	+$16.1K	1.44%	13
2024 Q3	$3.66M	Sell	17,361 -5	-0%	-$1.05K	1.31%	20
2024 Q2	$3.51M	Buy	17,366 +69	+0.4%	+$13.5K	1.07%	17
2024 Q1	$3.46M	Buy	17,297 +40	+0.2%	+$7.22K	1.42%	15
2023 Q4	$2.94M	Buy	17,257 +97	+0.6%	+$14.7K	1.08%	16
2023 Q3	$2.49M	Buy	17,160 +622	+4%	+$93.2K	1.47%	19
2023 Q2	$2.41M	Buy	16,538 +11	+0.1%	+$1.51K	1.2%	21
2023 Q1	$2.15M	Buy	16,527 +1,402	+9%	+$192K	1.15%	28
2022 Q4	$2.03M	Buy	+15,125	New	+$1.92M	1.11%	28