Helium Advisors’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	$1.21M	Buy	4,186 +72	+2%	+$20.9K	0.77%	23
2025 Q1	$1.01M	Buy	4,114 +8	+0.2%	+$1.96K	0.73%	26
2024 Q4	$984K	Buy	+4,106	New	+$984K	0.78%	29