Dale Q Rice Investment Management’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	$284K	Sell	993 -1,075	-52%	-$307K	0.24%	58
2025 Q1	$507K	Sell	2,068 -8	-0.4%	-$1.96K	0.26%	53
2024 Q4	$498K	Buy	+2,076	New	+$498K	0.22%	53