Bellecapital’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$366K	Hold	1,263	–	–	0.07%	91
2025 Q1	$310K	Buy	1,263 +140	+12%	+$34.3K	0.06%	95
2024 Q4	$269K	Sell	1,123 -17	-1%	-$4.08K	0.05%	116
2024 Q3	$240K	Buy	+1,140	New	+$240K	0.05%	134
2020 Q2	–	Sell	-5,341	Closed	-$481K	–	170
2020 Q1	$481K	Sell	5,341 -873	-14%	-$78.6K	0.31%	71
2019 Q4	$866K	Sell	6,214 -632	-9%	-$88.1K	0.44%	54
2019 Q3	$806K	Buy	6,846 +565	+9%	+$66.5K	0.48%	48
2019 Q2	$702K	Sell	6,281 -220	-3%	-$24.6K	0.44%	51
2019 Q1	$658K	Buy	6,501 +2,890	+80%	+$293K	0.42%	57
2018 Q4	$353K	Buy	3,611 +740	+26%	+$72.3K	0.25%	69
2018 Q3	$324K	Hold	2,871	–	–	0.21%	68
2018 Q2	$299K	Hold	2,871	–	–	0.22%	67
2018 Q1	$316K	Sell	2,871 -3,389	-54%	-$373K	0.3%	62
2017 Q4	$669K	Buy	6,260 +4,110	+191%	+$439K	0.54%	37
2017 Q3	$205K	Sell	2,150 -3,417	-61%	-$326K	0.24%	67
2017 Q2	$509K	Hold	5,567	–	–	0.45%	39
2017 Q1	$489K	Hold	5,567	–	–	0.45%	41
2016 Q4	$480K	Buy	5,567 +850	+18%	+$73.3K	0.43%	45
2016 Q3	$304K	Hold	4,717	–	–	0.34%	49
2016 Q2	$293K	Hold	4,717	–	–	0.32%	47
2016 Q1	$269K	Hold	4,717	–	–	0.36%	42
2015 Q4	$311K	Hold	4,717	–	–	0.4%	41
2015 Q3	$288K	Hold	4,717	–	–	0.43%	39
2015 Q2	$320K	Buy	4,717 +1,300	+38%	+$88.2K	0.41%	40
2015 Q1	$207K	Hold	3,417	–	–	0.28%	47
2014 Q4	$214K	Hold	3,417	–	–	0.29%	51
2014 Q3	$206K	Buy	+3,417	New	+$206K	0.24%	50
2014 Q2	–	Sell	-3,417	Closed	-$207K	–	76
2014 Q1	$207K	Hold	3,417	–	–	0.18%	74
2013 Q4	$200K	Buy	+3,417	New	+$200K	0.19%	71