Drive Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.78M	Sell	9,448 -371	-4%	-$113K	0.59%	33
2025 Q4	$3.16M	Buy	9,819 +230	+2%	+$71.2K	0.62%	35
2025 Q3	$3.02M	Buy	9,589 +280	+3%	+$83.3K	0.64%	31
2025 Q2	$2.7M	Buy	9,309 +175	+2%	+$44.7K	0.59%	34
2025 Q1	$2.24M	Sell	9,134 -202	-2%	-$51.5K	0.53%	39
2024 Q4	$2.24M	Sell	9,336 -349	-4%	-$81.3K	0.55%	33
2024 Q3	$2.04M	Sell	9,685 -186	-2%	-$39.2K	0.53%	32
2024 Q2	$2M	Buy	9,871 +6	+0.1%	+$1.17K	0.54%	32
2024 Q1	$1.98M	Sell	9,865 -859	-8%	-$155K	0.55%	30
2023 Q4	$1.82M	Sell	10,724 -1,073	-9%	-$163K	0.59%	31
2023 Q3	$1.71M	Sell	11,797 -1,015	-8%	-$152K	0.62%	34
2023 Q2	$1.86M	Sell	12,812 -366	-3%	-$50.3K	0.69%	28
2023 Q1	$1.72M	Buy	13,178 +97	+0.7%	+$13.3K	0.72%	33
2022 Q4	$1.75M	Buy	13,081 +2,015	+18%	+$255K	0.88%	21
2022 Q3	$1.16M	Buy	11,066 +1,621	+17%	+$186K	1.1%	18
2022 Q2	$1.06M	Buy	9,445 +1,298	+16%	+$161K	0.97%	23
2022 Q1	$1.11M	Buy	8,147 +3,405	+72%	+$503K	0.94%	24
2021 Q4	$751K	Buy	+4,742	New	+$779K	0.66%	35