Curio 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	$128K	Buy	442 +438	+10,950%	+$127K	0.06%	88
2025 Q1	$106K	Sell	4 -376	-99%	-$9.94M	0.06%	96
2024 Q4	$91.1K	Buy	+380	New	+$91.1K	0.05%	97