Cahaba Wealth Management’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	$810K	Buy	2,752 +227	+9%	+$68.9K	0.06%	66
2025 Q4	$814K	Sell	2,525 -20	-0.8%	-$6.19K	0.06%	65
2025 Q3	$803K	Buy	2,545 +45	+2%	+$13.4K	0.06%	66
2025 Q2	$725K	Sell	2,500 -115	-4%	-$29.3K	0.06%	69
2025 Q1	$641K	Sell	2,615 -16	-0.6%	-$4.08K	0.05%	76
2024 Q4	$631K	Buy	2,631 +2	+0.1%	+$466	0.05%	77
2024 Q3	$554K	Sell	2,629 -241	-8%	-$50.8K	0.05%	85
2024 Q2	$580K	Sell	2,870 -367	-11%	-$71.7K	0.05%	76
2024 Q1	$648K	Sell	3,237 -44	-1%	-$7.94K	0.06%	71
2023 Q4	$558K	Sell	3,281 -8	-0.2%	-$1.21K	0.06%	74
2023 Q3	$477K	Sell	3,289 -341	-9%	-$51.1K	0.05%	79
2023 Q2	$528K	Sell	3,630 -35	-1%	-$4.81K	0.06%	77
2023 Q1	$478K	Sell	3,665 -5	-0.1%	-$685	0.05%	82
2022 Q4	$492K	Sell	3,670 -93	-2%	-$11.8K	0.06%	80
2022 Q3	$393K	Buy	3,763 +142	+4%	+$16.3K	0.05%	84
2022 Q2	$407K	Buy	3,621 +260	+8%	+$32.2K	0.06%	84
2022 Q1	$401K	Buy	3,361 +790	+31%	+$117K	0.06%	92
2021 Q4	$407K	Buy	2,571 +379	+17%	+$62.2K	0.05%	100
2021 Q3	$358K	Buy	+2,192	New	+$344K	0.05%	99
2021 Q2	–	Sell	-1,514	Closed	-$230K	–	87
2021 Q1	$230K	Sell	1,514 -558	-27%	-$80.3K	0.04%	79
2020 Q4	$277K	Buy	+2,072	New	+$232K	0.05%	77
2020 Q1	–	Sell	-1,462	Closed	-$203K	–	79
2019 Q4	$203K	Buy	+1,462	New	+$188K	0.05%	75
2018 Q4	–	Sell	-1,766	Closed	-$200K	–	75
2018 Q3	$200K	Buy	+1,766	New	+$200K	0.07%	67