Coordinated Financial Services’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	$723K	Buy	2,495 +44	+2%	+$12.8K	0.5%	63
2025 Q1	$601K	Sell	2,451 -527	-18%	-$129K	0.46%	64
2024 Q4	$714K	Buy	+2,978	New	+$714K	0.56%	54
2024 Q2	$601K	Sell	2,970 -366	-11%	-$74K	0.51%	56
2024 Q1	$668K	Buy	+3,336	New	+$668K	0.58%	45