Floyd Financial Group’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	–	Sell	-5,341	Closed	-$1.31M	–	59
2025 Q1	$1.31M	Buy	5,341 +36	+0.7%	+$8.83K	1.18%	24
2024 Q4	$1.27M	Buy	+5,305	New	+$1.27M	1.05%	27