Financial Gravity Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112K	Buy	382 +20	+6%	+$6.07K	0.02%	214
2025 Q4	$117K	Sell	362 -97	-21%	-$30K	0.02%	166
2025 Q3	$145K	Buy	+459	New	+$137K	0.03%	179
2025 Q1	$70.9K	Buy	+289	New	+$73.7K	0.02%	261
2024 Q2	$5.46K	Sell	27 -149	-85%	-$29.1K	﹤0.01%	581
2024 Q1	$34.7K	Sell	176 -412	-70%	-$74.3K	﹤0.01%	439
2023 Q4	$5.07M	Buy	588 +48	+9%	+$7.27K	0.05%	115
2023 Q3	$5.06M	Buy	540 +368	+214%	+$55.2K	0.06%	110
2023 Q2	$20.8K	Buy	172 +42	+32%	+$5.78K	0.06%	146
2023 Q1	$6.25K	Sell	130 -4	-3%	-$548	0.19%	114
2022 Q4	$11.9K	Sell	134 -2,281	-94%	-$289K	0.06%	206
2022 Q3	$5.17K	Sell	2,415 -410	-15%	-$47.1K	0.17%	108
2022 Q2	$5.74K	Sell	2,825 -610	-18%	-$75.6K	0.18%	111
2022 Q1	$6.26K	Sell	3,435 -1,937	-36%	-$286K	0.18%	122
2021 Q4	$10.9K	Buy	5,372 +5,301	+7,466%	+$871K	0.25%	106
2021 Q3	$164K	Hold	71	–	–	0.08%	230
2021 Q2	$156K	Sell	71 -6	-8%	-$942	0.06%	237
2021 Q1	$11.7K	Buy	77 +22	+40%	+$3.17K	0.24%	56
2020 Q4	$7K	Buy	+55	New	+$6.15K	0.01%	207
2020 Q2	–	Sell	-251	Closed	-$16.5K	–	466
2020 Q1	$16.5K	Sell	251 -22	-8%	-$2.67K	0.05%	142
2019 Q4	$151K	Sell	273 -376	-58%	-$48.2K	0.1%	179
2019 Q3	$76K	Sell	649 -297	-31%	-$33.6K	0.07%	245
2019 Q2	$106K	Buy	946 +445	+89%	+$49.1K	0.09%	223
2019 Q1	$52K	Buy	+501	New	+$51.6K	0.04%	308
2018 Q3	$90K	Sell	850 -603	-42%	-$68.5K	0.09%	223
2018 Q2	$167K	Buy	1,453 +59	+4%	+$6.47K	0.16%	151
2018 Q1	$150K	Buy	+1,394	New	+$158K	0.15%	140