Atticus Wealth Management’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	$2.18M	Sell	7,413 -409	-5%	-$124K	0.59%	29
2025 Q4	$2.52M	Sell	7,822 -7	-0.1%	-$2.17K	0.62%	28
2025 Q3	$2.47M	Buy	7,829 +1,376	+21%	+$409K	0.62%	29
2025 Q2	$1.87M	Buy	6,453 +2,551	+65%	+$651K	0.51%	33
2025 Q1	$957K	Buy	3,902 +200	+5%	+$51K	0.31%	43
2024 Q4	$888K	Buy	3,702 +106	+3%	+$24.7K	0.28%	46
2024 Q3	$758K	Buy	3,596 +217	+6%	+$45.7K	0.24%	51
2024 Q2	$683K	Buy	3,379 +241	+8%	+$47.1K	0.22%	52
2024 Q1	$629K	Buy	3,138 +698	+29%	+$126K	0.21%	60
2023 Q4	$415K	Buy	2,440 +35	+1%	+$5.3K	0.15%	81
2023 Q3	$349K	Buy	2,405 +8	+0.3%	+$1.2K	0.13%	90
2023 Q2	$349K	Sell	2,397 -132	-5%	-$18.2K	0.13%	92
2023 Q1	$330K	Sell	2,529 -742	-23%	-$102K	0.13%	95
2022 Q4	$439K	Sell	3,271 -101	-3%	-$12.8K	0.18%	80
2022 Q3	$380K	Hold	3,372	–	–	0.18%	76
2022 Q2	$380K	Sell	3,372 -27	-0.8%	-$3.35K	0.16%	90
2022 Q1	$463K	Buy	3,399 +191	+6%	+$28.2K	0.17%	92
2021 Q4	$508K	Buy	3,208 +863	+37%	+$142K	0.2%	72
2021 Q3	$384K	Sell	2,345 -10	-0.4%	-$1.57K	0.17%	72
2021 Q2	$366K	Buy	2,355 +384	+19%	+$60.3K	0.16%	84
2021 Q1	$300K	Sell	1,971 -86	-4%	-$12.4K	0.14%	85
2020 Q4	$261K	Buy	2,057 +210	+11%	+$23.5K	0.13%	87
2020 Q3	$178K	Sell	1,847 -2,188	-54%	-$215K	0.11%	91
2020 Q2	$380K	Sell	4,035 -82	-2%	-$7.78K	0.25%	60
2020 Q1	$371K	Buy	4,117 +522	+15%	+$63.4K	0.3%	51
2019 Q4	$501K	Buy	+3,595	New	+$461K	0.32%	52