Ipsen Advisor Group’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	$1.45M	Buy	5,000 +2,482	+99%	+$720K	1.1%	24
2025 Q1	$618K	Sell	2,518 -213	-8%	-$52.3K	0.53%	48
2024 Q4	$655K	Buy	+2,731	New	+$655K	0.56%	43
2022 Q4	$300K	Buy	+2,237	New	+$300K	0.35%	78