Bridgewealth Advisory Group’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	$1.68M	Buy	5,714 +12	+0.2%	+$3.64K	0.35%	42
2025 Q4	$1.84M	Sell	5,702 -218	-4%	-$67.5K	0.41%	41
2025 Q3	$1.87M	Buy	5,920 +41	+0.7%	+$12.2K	0.43%	39
2025 Q2	$1.7M	Buy	+5,879	New	+$1.5M	0.43%	38
2025 Q1	–	Sell	-5,560	Closed	-$1.54M	–	77
2024 Q4	$1.54M	Buy	5,560 +568	+11%	+$132K	0.43%	40
2024 Q3	$1.05M	Buy	4,992 +1,290	+35%	+$272K	0.38%	38
2024 Q2	$749K	Buy	3,702 +11	+0.3%	+$2.15K	0.33%	41
2024 Q1	$739K	Sell	3,691 -406	-10%	-$73.3K	0.36%	40
2023 Q4	$697K	Sell	4,097 -135	-3%	-$20.5K	0.53%	33
2023 Q3	$614K	Buy	4,232 +3	+0.1%	+$450	0.75%	29
2023 Q2	$615K	Sell	4,229 -197	-4%	-$27.1K	1%	22
2023 Q1	$577K	Buy	4,426 +2	+0%	+$274	1.06%	21
2022 Q4	$593K	Buy	+4,424	New	+$561K	1.16%	18