Chelsea Counsel Company’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	$404K	Hold	1,392	–	–	0.2%	77
2025 Q1	$341K	Hold	1,392	–	–	0.19%	81
2024 Q4	$334K	Hold	1,392	–	–	0.17%	80
2024 Q3	$294K	Sell	1,392 -700	-33%	-$148K	0.14%	88
2024 Q2	$423K	Hold	2,092	–	–	0.21%	70
2024 Q1	$419K	Buy	2,092 +73	+4%	+$14.6K	0.24%	64
2023 Q4	$343K	Hold	2,019	–	–	0.18%	78
2023 Q3	$293K	Hold	2,019	–	–	0.15%	88
2023 Q2	$294K	Hold	2,019	–	–	0.14%	86
2023 Q1	$263K	Hold	2,019	–	–	0.13%	92
2022 Q4	$271K	Buy	+2,019	New	+$271K	0.14%	87
2022 Q3	–	Sell	-2,931	Closed	-$330K	–	91
2022 Q2	$330K	Hold	2,931	–	–	0.17%	82
2022 Q1	$400K	Sell	2,931 -1,489	-34%	-$203K	0.18%	78
2021 Q4	$700K	Hold	4,420	–	–	0.3%	61
2021 Q3	$724K	Hold	4,420	–	–	0.33%	58
2021 Q2	$688K	Sell	4,420 -500	-10%	-$77.8K	0.32%	59
2021 Q1	$749K	Hold	4,920	–	–	0.37%	58
2020 Q4	$625K	Buy	4,920 +1,459	+42%	+$185K	0.32%	58
2020 Q3	$333K	Buy	3,461 +417	+14%	+$40.1K	0.2%	63
2020 Q2	$286K	Buy	+3,044	New	+$286K	0.18%	65
2020 Q1	–	Sell	-1,489	Closed	-$208K	–	67
2019 Q4	$208K	Sell	1,489 -1,700	-53%	-$237K	0.13%	66
2019 Q3	$375K	Sell	3,189 -3,000	-48%	-$353K	0.23%	59
2019 Q2	$692K	Hold	6,189	–	–	0.37%	54
2019 Q1	$627K	Hold	6,189	–	–	0.34%	56
2018 Q4	$604K	Hold	6,189	–	–	0.37%	55
2018 Q3	$698K	Sell	6,189 -200	-3%	-$22.6K	0.36%	55
2018 Q2	$666K	Hold	6,389	–	–	0.4%	56
2018 Q1	$703K	Sell	6,389 -230	-3%	-$25.3K	0.45%	42
2017 Q4	$708K	Sell	6,619 -1,093	-14%	-$117K	0.38%	53
2017 Q3	$737K	Buy	+7,712	New	+$737K	0.37%	56
2015 Q2	–	Sell	-3,401	Closed	-$206K	–	162
2015 Q1	$206K	Hold	3,401	–	–	0.04%	133
2014 Q4	$213K	Buy	+3,401	New	+$213K	0.04%	129