Elser Financial Planning’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,592	Closed	-$1.34M	–	91
2024 Q4	$1.34M	Buy	+5,592	New	+$1.34M	0.08%	32
2024 Q3	–	Sell	-5,374	Closed	-$1.09M	–	92
2024 Q2	$1.09M	Buy	+5,374	New	+$1.09M	0.18%	33