Edge Financial 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	$2.29M	Sell	7,906 -79	-1%	-$22.9K	1.21%	17
2025 Q1	$1.96M	Buy	7,985 +265	+3%	+$65K	1.24%	15
2024 Q4	$1.85M	Buy	7,720 +30	+0.4%	+$7.19K	1.65%	20
2024 Q3	$1.62M	Buy	+7,690	New	+$1.62M	1.44%	26
2024 Q1	$1.52M	Buy	+7,595	New	+$1.52M	1.34%	15