Inscription Capital’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.14M	Sell	10,824 -21,491	-67%	-$6.23M	0.45%	41
2025 Q1	$6.47M	Buy	+32,315	New	+$6.47M	1.07%	17
2024 Q3	$7.07M	Buy	33,527 +764	+2%	+$161K	1.05%	19
2024 Q2	$6.63M	Buy	32,763 +448	+1%	+$90.6K	1.07%	19
2024 Q1	$6.47M	Buy	32,315 +20,377	+171%	+$4.08M	1.07%	17
2023 Q4	$2.03M	Buy	11,938 +2,300	+24%	+$391K	0.56%	38
2023 Q3	$1.4M	Sell	9,638 -1,337	-12%	-$194K	0.46%	45
2023 Q2	$1.6M	Sell	10,975 -347	-3%	-$50.5K	0.5%	41
2023 Q1	$1.48M	Buy	11,322 +2,313	+26%	+$301K	0.39%	51
2022 Q4	$1.21M	Sell	9,009 -625	-6%	-$83.8K	0.41%	58
2022 Q3	$1.01M	Sell	9,634 -19,169	-67%	-$2M	0.28%	63
2022 Q2	$3.24M	Buy	28,803 +12,384	+75%	+$1.39M	0.58%	35
2022 Q1	$2.24M	Sell	16,419 -1,065	-6%	-$145K	0.64%	41
2021 Q4	$2.77M	Buy	17,484 +968	+6%	+$153K	0.76%	35
2021 Q3	$2.7M	Sell	16,516 -317,619	-95%	-$52M	0.85%	27
2021 Q2	$52M	Buy	334,135 +319,009	+2,109%	+$49.6M	5.9%	1
2021 Q1	$2.3M	Buy	15,126 +1,265	+9%	+$193K	0.79%	37
2020 Q4	$1.76M	Sell	13,861 -6,639	-32%	-$843K	0.68%	45
2020 Q3	$1.97M	Sell	20,500 -68	-0.3%	-$6.55K	0.88%	33
2020 Q2	$1.94M	Buy	20,568 +256	+1%	+$24.1K	1.07%	27
2020 Q1	$1.83M	Sell	20,312 -1,956	-9%	-$176K	1.22%	22
2019 Q4	$3.1M	Buy	22,268 +3,753	+20%	+$523K	1.37%	14
2019 Q3	$2.18M	Buy	18,515 +9,377	+103%	+$1.1M	1.2%	20
2019 Q2	$1M	Buy	9,138 +4,468	+96%	+$489K	0.75%	27
2019 Q1	$473K	Buy	4,670 +366	+9%	+$37.1K	0.25%	70
2018 Q4	$420K	Buy	+4,304	New	+$420K	0.23%	77