Johnson & White 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	$2.34M	Sell	7,942 -5	-0.1%	-$1.52K	0.99%	23
2025 Q4	$2.56M	Sell	7,947 -181	-2%	-$56K	1.11%	23
2025 Q3	$2.56M	Sell	8,128 -163	-2%	-$48.5K	1.17%	22
2025 Q2	$2.4M	Sell	8,291 -71	-0.8%	-$18.1K	1.21%	23
2025 Q1	$2.05M	Sell	8,362 -81	-1%	-$20.6K	1.15%	23
2024 Q4	$2.03M	Buy	8,443 +1	+0%	+$233	1.23%	21
2024 Q3	$1.78M	Buy	8,442 +189	+2%	+$39.8K	1.53%	17
2024 Q2	$1.67M	Buy	8,253 +663	+9%	+$130K	1.59%	17
2024 Q1	$1.52M	Buy	7,590 +258	+4%	+$46.6K	1.11%	28
2023 Q4	$1.25M	Sell	7,332 -1,486	-17%	-$225K	1.03%	27
2023 Q3	$1.28M	Sell	8,818 -38	-0.4%	-$5.7K	1.16%	24
2023 Q2	$1.29M	Sell	8,856 -12	-0.1%	-$1.65K	1.77%	15
2023 Q1	$1.16M	Buy	+8,868	New	+$1.22M	1.03%	26
2022 Q4	–	Sell	-8,510	Closed	-$889K	–	100
2022 Q3	$889K	Buy	+8,510	New	+$977K	1%	25