Hughes 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	$879K	Buy	3,017 +14	+0.5%	+$4.08K	0.15%	39
2025 Q1	$732K	Buy	3,003 +36	+1%	+$8.77K	0.14%	41
2024 Q4	$711K	Buy	+2,967	New	+$711K	0.15%	38