Antonelli 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	$4.87M	Sell	16,794 -22	-0.1%	-$6.38K	3.51%	9
2025 Q1	$4.13M	Hold	16,816	–	–	3.32%	9
2024 Q4	$4.03M	Buy	+16,816	New	+$4.03M	3.41%	10