Cardinal Point Capital Management’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	$17.7M	Buy	60,967 +79	+0.1%	+$22.9K	1.4%	18
2025 Q1	$14.9M	Buy	+60,888	New	+$14.9M	1.37%	17