Financial Life Planners’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	$252K	Buy	871 +77	+10%	+$22.3K	0.21%	48
2025 Q1	$195K	Buy	794 +94	+13%	+$23.1K	0.19%	49
2024 Q4	$168K	Buy	+700	New	+$168K	0.14%	56