JSF Financial’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.99M	Buy	10,328 +980	+10%	+$284K	0.71%	23
2025 Q1	$2.29M	Buy	9,348 +1	+0%	+$245	0.6%	27
2024 Q4	$2.24M	Buy	9,347 +12	+0.1%	+$2.88K	0.6%	26
2024 Q3	$1.97M	Buy	9,335 +87	+0.9%	+$18.3K	0.57%	30
2024 Q2	$1.87M	Sell	9,248 -192	-2%	-$38.8K	0.57%	30
2024 Q1	$1.89M	Sell	9,440 -232	-2%	-$46.5K	0.59%	29
2023 Q4	$1.65M	Sell	9,672 -723	-7%	-$123K	0.57%	30
2023 Q3	$1.51M	Sell	10,395 -285	-3%	-$41.3K	0.58%	29
2023 Q2	$1.55M	Buy	10,680 +65	+0.6%	+$9.45K	0.55%	32
2023 Q1	$1.38M	Buy	10,615 +19	+0.2%	+$2.48K	0.52%	34
2022 Q4	$1.42M	Sell	10,596 -42	-0.4%	-$5.63K	0.53%	33
2022 Q3	$1.11M	Buy	10,638 +11	+0.1%	+$1.15K	0.42%	34
2022 Q2	$1.2M	Buy	10,627 +294	+3%	+$33.1K	0.54%	34
2022 Q1	$1.41M	Buy	10,333 +449	+5%	+$61.2K	0.6%	32
2021 Q4	$1.57M	Sell	9,884 -472	-5%	-$74.7K	0.76%	18
2021 Q3	$1.7M	Buy	10,356 +828	+9%	+$136K	0.84%	15
2021 Q2	$1.48M	Sell	9,528 -13	-0.1%	-$2.02K	0.87%	19
2021 Q1	$1.45M	Sell	9,541 -269	-3%	-$40.9K	0.91%	19
2020 Q4	$1.25M	Buy	9,810 +48	+0.5%	+$6.1K	0.87%	20
2020 Q3	$940K	Buy	9,762 +576	+6%	+$55.5K	0.74%	21
2020 Q2	$864K	Buy	9,186 +1,555	+20%	+$146K	0.75%	19
2020 Q1	$687K	Buy	7,631 +1,232	+19%	+$111K	0.7%	24
2019 Q4	$892K	Hold	6,399	–	–	0.88%	18
2019 Q3	$753K	Hold	6,399	–	–	0.82%	20
2019 Q2	$715K	Buy	6,399 +288	+5%	+$32.2K	0.78%	18
2019 Q1	$619K	Hold	6,111	–	–	0.68%	19
2018 Q4	$597K	Buy	+6,111	New	+$597K	0.61%	20