Brown Financial Advisors’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	$2.8M	Sell	9,662 -260	-3%	-$75.4K	1.09%	28
2025 Q1	$2.43M	Buy	9,922 +881	+10%	+$216K	1%	35
2024 Q4	$2.17M	Sell	9,041 -166	-2%	-$39.8K	0.87%	35
2024 Q3	$1.94M	Sell	9,207 -1,693	-16%	-$357K	0.8%	38
2024 Q2	$2.2M	Buy	+10,900	New	+$2.2M	0.99%	29