Chancellor Financial Group WB’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	$2.43M	Buy	8,372 +137	+2%	+$39.7K	1.87%	10
2025 Q1	$2.02M	Buy	8,235 +205	+3%	+$50.3K	1.67%	12
2024 Q4	$1.92M	Buy	+8,030	New	+$1.92M	1.55%	13