Fonville Wealth 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	$241K	Hold	831	–	–	0.06%	112
2025 Q1	$204K	Buy	+831	New	+$204K	0.06%	118
2024 Q4	–	Sell	-989	Closed	-$209K	–	110
2024 Q3	$209K	Buy	+989	New	+$209K	0.07%	113