Crux Wealth 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	$3.23M	Sell	11,130 -2,070	-16%	-$600K	1.37%	15
2025 Q1	$3.24M	Sell	13,200 -1,457	-10%	-$357K	1.69%	13
2024 Q4	$3.51M	Buy	+14,657	New	+$3.51M	1.96%	11