Brendel Financial Advisors’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	$3.77M	Sell	12,804 -10	-0.1%	-$3.04K	1.86%	24
2025 Q4	$4.13M	Sell	12,814 -1	-0%	-$310	2.03%	19
2025 Q3	$4.04M	Sell	12,815 -76	-0.6%	-$22.6K	2.08%	15
2025 Q2	$3.74M	Sell	12,891 -475	-4%	-$121K	2.09%	12
2025 Q1	$3.28M	Sell	13,366 -8	-0.1%	-$2.04K	1.99%	16
2024 Q4	$3.21M	Sell	13,374 -9	-0.1%	-$2.1K	1.94%	21
2024 Q3	$2.82M	Sell	13,383 -55	-0.4%	-$11.6K	1.6%	26
2024 Q2	$2.72M	Sell	13,438 -10	-0.1%	-$1.96K	1.73%	28
2024 Q1	$2.69M	Hold	13,448	–	–	3.08%	14
2023 Q4	$2.29M	Sell	13,448 -17	-0.1%	-$2.58K	1.5%	28
2023 Q3	$1.95M	Sell	13,465 -138	-1%	-$20.7K	2.9%	13
2023 Q2	$1.98M	Sell	13,603 -262	-2%	-$36K	2.98%	16
2023 Q1	$1.81M	Sell	13,865 -113	-0.8%	-$15.5K	1.34%	32
2022 Q4	$1.87M	Buy	13,978 +152	+1%	+$19.3K	3.76%	13
2022 Q3	$1.45M	Sell	13,826 -1,187	-8%	-$136K	3.43%	13
2022 Q2	$1.69M	Buy	15,013 +9	+0.1%	+$1.11K	1.47%	28
2022 Q1	$2.04M	Sell	15,004 -62	-0.4%	-$9.15K	1.11%	36
2021 Q4	$2.39M	Buy	15,066 +79	+0.5%	+$13K	1.24%	34
2021 Q3	$2.45M	Buy	14,987 +7	+0%	+$1.1K	2.93%	12
2021 Q2	$2.33M	Sell	14,980 -6,925	-32%	-$1.09M	1.28%	27
2021 Q1	$3.33M	Hold	21,905	–	–	2.23%	15
2020 Q4	$2.78M	Hold	21,905	–	–	1.89%	25
2020 Q3	$2.11M	Sell	21,905 -32	-0.1%	-$3.14K	1.69%	27
2020 Q2	$2.06M	Hold	21,937	–	–	1.78%	25
2020 Q1	$1.98M	Hold	21,937	–	–	2.33%	16
2019 Q4	$3.06M	Hold	21,937	–	–	2.6%	8
2019 Q3	$2.58M	Hold	21,937	–	–	2.32%	11
2019 Q2	$2.45M	Hold	21,937	–	–	2.37%	11
2019 Q1	$2.22M	Hold	21,937	–	–	1.99%	19
2018 Q4	$2.14M	Buy	+21,937	New	+$2.34M	2.46%	8