Atala Financial’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	$895K	Hold	3,088	–	–	0.62%	48
2025 Q1	$757K	Sell	3,088 -9	-0.3%	-$2.21K	0.55%	50
2024 Q4	$742K	Buy	+3,097	New	+$742K	0.52%	50