Hoge Financial Services’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	$352K	Buy	1,215 +224	+23%	+$64.9K	0.22%	39
2025 Q1	$243K	Buy	991 +52	+6%	+$12.8K	0.17%	49
2024 Q4	$225K	Buy	+939	New	+$225K	0.16%	51