Black Diamond Financial’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.74M	Buy	9,306 +9	+0.1%	+$2.73K	0.3%	48
2025 Q4	$3M	Buy	9,297 +1,120	+14%	+$347K	0.32%	49
2025 Q3	$2.58M	Buy	8,177 +865	+12%	+$257K	0.29%	51
2025 Q2	$2.12M	Sell	7,312 -212	-3%	-$54.1K	0.33%	49
2025 Q1	$1.85M	Buy	7,524 +61	+0.8%	+$15.6K	0.28%	51
2024 Q4	$1.79M	Sell	7,463 -107	-1%	-$24.9K	0.27%	53
2024 Q3	$1.6M	Buy	7,570 +1,349	+22%	+$284K	0.27%	53
2024 Q2	$1.26M	Buy	6,221 +543	+10%	+$106K	0.24%	56
2024 Q1	$966K	Hold	5,678	–	–	0.26%	48
2023 Q4	$966K	Buy	5,678 +163	+3%	+$24.7K	0.26%	48
2023 Q3	$800K	Buy	5,515 +217	+4%	+$32.5K	0.25%	50
2023 Q2	$771K	Sell	5,298 -432	-8%	-$59.4K	0.23%	54
2023 Q1	$747K	Buy	5,730 +427	+8%	+$58.5K	0.25%	50
2022 Q4	$711K	Buy	5,303 +1	+0%	+$127	0.26%	48
2022 Q3	$554K	Sell	5,302 -735	-12%	-$84.3K	0.22%	54
2022 Q2	$680K	Sell	6,037 -829	-12%	-$103K	0.27%	52
2022 Q1	$936K	Buy	6,866 +1,160	+20%	+$171K	0.3%	48
2021 Q4	$904K	Sell	5,706 -37	-0.6%	-$6.08K	0.3%	41
2021 Q3	$940K	Sell	5,743 -109	-2%	-$17.1K	0.45%	38
2021 Q2	$910K	Hold	5,852	–	–	0.36%	39
2021 Q1	$891K	Hold	5,852	–	–	0.38%	37
2020 Q4	$744K	Sell	5,852 -884	-13%	-$98.8K	0.34%	40
2020 Q3	$648K	Buy	6,736 +110	+2%	+$10.8K	0.36%	39
2020 Q2	$623K	Sell	6,626 -225	-3%	-$21.3K	0.41%	38
2020 Q1	$617K	Buy	6,851 +4,987	+268%	+$606K	0.47%	38
2019 Q4	$260K	Hold	1,864	–	–	0.19%	56
2019 Q3	$219K	Hold	1,864	–	–	0.16%	64
2019 Q2	$208K	Buy	+1,864	New	+$206K	0.18%	56