Family Capital Management’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	$332K	Sell	1,146 -91	-7%	-$26.4K	0.17%	73
2025 Q1	$303K	Buy	+1,237	New	+$303K	0.19%	58
2023 Q3	–	Sell	-1,576	Closed	-$229K	–	86
2023 Q2	$229K	Buy	+1,576	New	+$229K	0.14%	66