Garrett Wealth Advisory Group’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	$1.88M	Buy	6,396 +2,672	+72%	+$811K	0.33%	32
2025 Q4	$1.2M	Sell	3,724 -323	-8%	-$100K	0.23%	32
2025 Q3	$1.28M	Buy	4,047 +3	+0.1%	+$892	0.25%	31
2025 Q2	$1.17M	Buy	4,044 +68	+2%	+$17.4K	0.25%	31
2025 Q1	$975K	Buy	3,976 +696	+21%	+$177K	0.22%	32
2024 Q4	$786K	Buy	3,280 +585	+22%	+$136K	0.18%	37
2024 Q3	$568K	Buy	2,695 +1	+0%	+$211	0.14%	49
2024 Q2	$545K	Buy	2,694 +1,186	+79%	+$232K	0.2%	44
2024 Q1	$302K	Buy	1,508 +1	+0.1%	+$180	0.12%	53
2023 Q4	$256K	Buy	1,507 +58	+4%	+$8.79K	0.11%	54
2023 Q3	$210K	Buy	+1,449	New	+$217K	0.1%	55
2019 Q4	–	Sell	-408	Closed	-$48K	–	363
2019 Q3	$48K	Buy	+408	New	+$46.1K	0.03%	131