Arnhold LLC’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$722K	Hold	2,492	–	–	0.07%	89
2025 Q1	$611K	Hold	2,492	–	–	0.06%	84
2024 Q4	$597K	Hold	2,492	–	–	0.06%	87
2024 Q3	$525K	Hold	2,492	–	–	0.05%	86
2024 Q2	$504K	Hold	2,492	–	–	0.05%	90
2024 Q1	$499K	Hold	2,492	–	–	0.05%	88
2023 Q4	$424K	Hold	2,492	–	–	0.05%	96
2023 Q3	$361K	Buy	2,492 +40	+2%	+$5.8K	0.04%	98
2023 Q2	$357K	Hold	2,452	–	–	0.04%	105
2023 Q1	$320K	Hold	2,452	–	–	0.04%	104
2022 Q4	$329K	Hold	2,452	–	–	0.04%	111
2022 Q3	$256K	Buy	2,452 +20	+0.8%	+$2.09K	0.03%	117
2022 Q2	$274K	Buy	2,432 +20	+0.8%	+$2.25K	0.03%	120
2022 Q1	$329K	Hold	2,412	–	–	0.04%	121
2021 Q4	$382K	Hold	2,412	–	–	0.04%	109
2021 Q3	$395K	Hold	2,412	–	–	0.05%	112
2021 Q2	$375K	Hold	2,412	–	–	0.04%	109
2021 Q1	$367K	Hold	2,412	–	–	0.04%	113
2020 Q4	$306K	Hold	2,412	–	–	0.04%	123
2020 Q3	$232K	Hold	2,412	–	–	0.03%	125
2020 Q2	$227K	Hold	2,412	–	–	0.04%	129
2020 Q1	$217K	Hold	2,412	–	–	0.04%	127
2019 Q4	$336K	Sell	2,412 -1,000	-29%	-$139K	0.05%	112
2019 Q3	$402K	Hold	3,412	–	–	0.07%	115
2019 Q2	$381K	Hold	3,412	–	–	0.07%	117
2019 Q1	$345K	Hold	3,412	–	–	0.06%	115
2018 Q4	$333K	Hold	3,412	–	–	0.06%	118
2018 Q3	$385K	Hold	3,412	–	–	0.07%	116
2018 Q2	$356K	Hold	3,412	–	–	0.06%	127
2018 Q1	$375K	Buy	+3,412	New	+$375K	0.07%	123