BankPlus 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	$1.03M	Buy	3,536 +100	+3%	+$29K	0.68%	22
2025 Q1	$843K	Sell	3,436 -52	-1%	-$12.8K	0.62%	28
2024 Q4	$836K	Buy	+3,488	New	+$836K	0.62%	27