Cooper Capital 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	$8.85M	Buy	30,522 +119	+0.4%	+$34.5K	8.54%	3
2025 Q1	$7.46M	Sell	30,403 -1,268	-4%	-$311K	7.99%	4
2024 Q4	$7.59M	Buy	+31,671	New	+$7.59M	7.88%	4