CogentBlue Wealth 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	$535K	Buy	1,846 +213	+13%	+$61.8K	0.41%	38
2025 Q1	$401K	Buy	1,633 +594	+57%	+$146K	0.35%	39
2024 Q4	$249K	Buy	+1,039	New	+$249K	0.22%	45