Carrera Capital 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	$1.64M	Sell	5,648 -183	-3%	-$53.1K	0.33%	58
2025 Q1	$1.43M	Buy	5,831 +1,045	+22%	+$256K	0.32%	66
2024 Q4	$1.15M	Buy	4,786 +489	+11%	+$117K	0.27%	64
2024 Q3	$906K	Buy	4,297 +406	+10%	+$85.6K	0.22%	59
2024 Q2	$787K	Buy	+3,891	New	+$787K	0.26%	47