Crestmont Private Wealth’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	$212K	Buy	+732	New	+$212K	0.08%	76
2024 Q4	–	Sell	-951	Closed	-$201K	–	99
2024 Q3	$201K	Buy	+951	New	+$201K	0.09%	115