BXM Wealth’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	$1.66M	Sell	5,731 -214	-4%	-$62K	1.97%	12
2025 Q1	$1.46M	Buy	5,945 +245	+4%	+$60.1K	1.75%	17
2024 Q4	$1.37M	Buy	+5,700	New	+$1.37M	1.91%	14