DSG Capital 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	$19.9M	Buy	68,623 +1,405	+2%	+$407K	3.54%	6
2025 Q1	$16.5M	Buy	67,218 +380	+0.6%	+$93.2K	3.33%	7
2024 Q4	$16M	Buy	+66,838	New	+$16M	2.9%	9