Independent Solutions Wealth Management’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	$2.98M	Buy	10,123 +4,670	+86%	+$1.42M	0.44%	67
2025 Q4	$1.76M	Sell	5,453 -4,672	-46%	-$1.45M	0.32%	91
2025 Q3	$3.19M	Buy	10,125 +1,039	+11%	+$309K	0.57%	56
2025 Q2	$2.63M	Buy	9,086 +719	+9%	+$183K	0.51%	63
2025 Q1	$2.05M	Sell	8,367 -524	-6%	-$134K	0.46%	72
2024 Q4	$2.13M	Buy	8,891 +29	+0.3%	+$6.75K	0.47%	68
2024 Q3	$1.87M	Buy	8,862 +275	+3%	+$57.9K	0.42%	72
2024 Q2	$1.74M	Sell	8,587 -847	-9%	-$166K	0.4%	76
2024 Q1	$1.89M	Buy	9,434 +117	+1%	+$21.1K	0.45%	67
2023 Q4	$1.58M	Sell	9,317 -1,345	-13%	-$204K	0.41%	72
2023 Q3	$1.55M	Buy	10,662 +2,832	+36%	+$425K	0.43%	59
2023 Q2	$1.14M	Buy	7,830 +5,103	+187%	+$702K	0.31%	82
2023 Q1	$355K	Sell	2,727 -2,490	-48%	-$341K	0.1%	142
2022 Q4	$700K	Buy	5,217 +438	+9%	+$55.5K	0.21%	100
2022 Q3	$499K	Buy	4,779 +652	+16%	+$74.8K	0.16%	118
2022 Q2	$465K	Sell	4,127 -308	-7%	-$38.2K	0.14%	121
2022 Q1	$605K	Buy	4,435 +44	+1%	+$6.5K	0.15%	120
2021 Q4	$695K	Buy	4,391 +91	+2%	+$14.9K	0.16%	113
2021 Q3	$704K	Buy	4,300 +72	+2%	+$11.3K	0.17%	113
2021 Q2	$658K	Buy	4,228 +318	+8%	+$49.9K	0.16%	118
2021 Q1	$595K	Buy	3,910 +83	+2%	+$11.9K	0.16%	108
2020 Q4	$486K	Buy	3,827 +1	+0%	+$112	0.15%	109
2020 Q3	$368K	Sell	3,826 -288	-7%	-$28.3K	0.14%	116
2020 Q2	$387K	Buy	4,114 +255	+7%	+$24.2K	0.17%	108
2020 Q1	$347K	Buy	3,859 +25	+0.7%	+$3.04K	0.19%	86
2019 Q4	$534K	Buy	+3,834	New	+$492K	0.24%	85