Ball & Co Wealth Management’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	$243K	Buy	840 +5	+0.6%	+$1.45K	0.26%	15
2025 Q1	$204K	Buy	835 +4	+0.5%	+$977	0.22%	17
2024 Q4	$199K	Buy	+831	New	+$199K	0.16%	20