Conrad Siegel Investment 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	$337K	Sell	1,161 -23	-2%	-$6.67K	0.08%	43
2025 Q1	$291K	Buy	1,184 +53	+5%	+$13K	0.07%	40
2024 Q4	$271K	Sell	1,131 -30	-3%	-$7.19K	0.07%	39
2024 Q3	$245K	Buy	1,161 +171	+17%	+$36.1K	0.07%	40
2024 Q2	$200K	Buy	+990	New	+$200K	0.06%	41