Commonwealth Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.67M	Buy	19,171 +5,220	+37%	+$1.62M	0.63%	33
2026 Q1	$4.1M	Sell	13,951 -1,545	-10%	-$469K	0.65%	34
2025 Q4	$4.99M	Sell	15,496 -1,583	-9%	-$490K	0.82%	32
2025 Q3	$5.39M	Buy	17,079 +117	+0.7%	+$34.8K	0.92%	32
2025 Q2	$4.92M	Buy	16,962 +83	+0.5%	+$21.2K	0.95%	30
2025 Q1	$4.14M	Buy	16,879 +827	+5%	+$211K	0.85%	34
2024 Q4	$3.85M	Buy	16,052 +809	+5%	+$188K	0.75%	35
2024 Q3	$3.16M	Buy	15,243 +1,756	+13%	+$370K	0.62%	39
2024 Q2	$2.77M	Sell	13,487 -1,023	-7%	-$200K	0.57%	36
2024 Q1	$2.47M	Hold	14,510	–	–	0.58%	36
2023 Q4	$2.47M	Buy	14,510 +20	+0.1%	+$3.03K	0.58%	36
2023 Q3	$2.1M	Buy	+14,490	New	+$2.17M	0.63%	38
2017 Q1	$325K	Buy	3,769 +73	+2%	+$6.44K	0.35%	33
2016 Q4	$309K	Sell	3,696 -57	-2%	-$4.35K	0.3%	38
2016 Q3	$250K	Buy	3,753 +1,763	+89%	+$115K	0.24%	51
2016 Q2	$124K	Sell	1,990 -467	-19%	-$29.2K	0.15%	61
2016 Q1	$146K	Sell	2,457 -1,757	-42%	-$103K	0.22%	46
2015 Q4	$278K	Buy	+4,214	New	+$274K	0.94%	36