Alan B. Lancz & Associates’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	$1.19M	Sell	4,048 -358	-8%	-$109K	1.16%	18
2025 Q4	$1.42M	Hold	4,406	–	–	1.25%	16
2025 Q3	$1.39M	Sell	4,406 -50	-1%	-$14.9K	1.26%	16
2025 Q2	$1.29M	Hold	4,456	–	–	1.29%	15
2025 Q1	$1.09M	Sell	4,456 -750	-14%	-$191K	1.16%	18
2024 Q4	$1.25M	Sell	5,206 -300	-5%	-$69.9K	1.27%	16
2024 Q3	$1.16M	Buy	5,506 +1,000	+22%	+$211K	1.06%	21
2024 Q2	$911K	Buy	+4,506	New	+$881K	0.9%	26
2023 Q4	$720K	Hold	4,233	–	–	0.76%	31
2023 Q3	$614K	Hold	4,233	–	–	0.7%	33
2023 Q2	$616K	Hold	4,233	–	–	0.66%	37
2023 Q1	$552K	Hold	4,233	–	–	0.57%	43
2022 Q4	$605K	Hold	4,233	–	–	0.61%	37
2022 Q3	$442K	Hold	4,233	–	–	0.52%	52
2022 Q2	$488K	Sell	4,233 -84	-2%	-$10.4K	0.48%	56
2022 Q1	$588K	Hold	4,317	–	–	0.52%	58
2021 Q4	$684K	Buy	+4,317	New	+$709K	0.6%	42