Investment Planning 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	$423K	Buy	1,458 +185	+15%	+$53.6K	0.15%	54
2025 Q1	$312K	Sell	1,273 -12	-0.9%	-$2.94K	0.13%	59
2024 Q4	$308K	Buy	+1,285	New	+$308K	0.13%	54