Bennett Associates 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	$523K	Buy	1,804 +68	+4%	+$19.7K	0.4%	26
2025 Q1	$426K	Sell	1,736 -124	-7%	-$30.4K	0.35%	31
2024 Q4	$446K	Buy	1,860 +693	+59%	+$166K	0.37%	28
2024 Q3	$246K	Buy	1,167 +69	+6%	+$14.5K	0.2%	40
2024 Q2	$222K	Buy	+1,098	New	+$222K	0.2%	39