Allium Financial Advisors’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	$878K	Sell	3,027 -30	-1%	-$8.7K	0.64%	26
2025 Q1	$750K	Buy	+3,057	New	+$750K	0.68%	25