Equita Financial Network’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	$279K	Sell	962 -783	-45%	-$227K	0.11%	68
2025 Q1	$428K	Buy	1,745 +587	+51%	+$144K	0.15%	62
2024 Q4	$278K	Buy	1,158 +88	+8%	+$21.1K	0.1%	71
2024 Q3	$226K	Buy	+1,070	New	+$226K	0.08%	76