Avantra Family Wealth’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	$1.15M	Buy	3,957 +63	+2%	+$18.3K	0.95%	25
2025 Q1	$955K	Sell	3,894 -24	-0.6%	-$5.89K	0.92%	36
2024 Q4	$939K	Buy	+3,918	New	+$939K	0.88%	32