Braun-Bostich & Associates’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	$672K	Sell	2,284 -62	-3%	-$18.8K	0.42%	52
2025 Q4	$756K	Sell	2,346 -281	-11%	-$87K	0.47%	48
2025 Q3	$829K	Sell	2,627 -129	-5%	-$38.4K	0.52%	44
2025 Q2	$799K	Sell	2,756 -113	-4%	-$28.8K	0.55%	41
2025 Q1	$704K	Sell	2,869 -2	-0.1%	-$510	0.52%	45
2024 Q4	$688K	Sell	2,871 -659	-19%	-$153K	0.5%	45
2024 Q3	$744K	Buy	3,530 +48	+1%	+$10.1K	0.52%	37
2024 Q2	$704K	Buy	3,482 +315	+10%	+$61.6K	0.52%	40
2024 Q1	$634K	Buy	3,167 +208	+7%	+$37.5K	0.53%	57
2023 Q4	$503K	Buy	+2,959	New	+$448K	0.45%	54
2023 Q3	–	Sell	-3,607	Closed	-$525K	–	78
2023 Q2	$525K	Buy	3,607 +513	+17%	+$70.6K	1.12%	37
2023 Q1	$403K	Buy	3,094 +1,034	+50%	+$142K	0.95%	41
2022 Q4	$276K	Buy	+2,060	New	+$261K	0.8%	44
2022 Q1	–	Sell	-22,847	Closed	-$3.43M	–	109
2021 Q4	$3.43M	Buy	+22,847	New	+$3.75M	0.82%	31
2020 Q4	–	Sell	-1,641	Closed	-$158K	–	138
2020 Q3	$158K	Sell	1,641 -1,698	-51%	-$167K	0.16%	106
2020 Q2	$314K	Hold	3,339	–	–	0.31%	56
2020 Q1	$282K	Buy	3,339 +2,226	+200%	+$270K	0.36%	59
2019 Q4	$157K	Sell	1,113 -1,702	-60%	-$218K	0.15%	94
2019 Q3	$331K	Sell	2,815 -65	-2%	-$7.35K	0.38%	60
2019 Q2	$322K	Sell	2,880 -301	-9%	-$33.2K	0.34%	58
2019 Q1	$322K	Sell	3,181 -2,816	-47%	-$290K	0.34%	74
2018 Q4	$585K	Buy	5,997 +76	+1%	+$8.1K	0.62%	53
2018 Q3	$668K	Sell	5,921 -36	-0.6%	-$4.09K	0.64%	52
2018 Q2	$621K	Sell	5,957 -239	-4%	-$26.2K	0.62%	53
2018 Q1	$681K	Sell	6,196 -897	-13%	-$102K	0.59%	53
2017 Q4	$759K	Buy	+7,093	New	+$718K	0.64%	40