Elios Financial Group’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	$873K	Buy	3,012 +3	+0.1%	+$870	0.4%	56
2025 Q1	$738K	Buy	3,009 +27	+0.9%	+$6.62K	0.36%	58
2024 Q4	$715K	Sell	2,982 -109	-4%	-$26.1K	0.34%	56
2024 Q3	$652K	Buy	+3,091	New	+$652K	0.3%	63