Accredited Wealth 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	$1.11M	Sell	3,823 -300	-7%	-$87K	0.9%	23
2025 Q1	$1.01M	Buy	4,123 +808	+24%	+$198K	0.85%	23
2024 Q4	$795K	Buy	+3,315	New	+$795K	0.7%	31