Kapstone Financial Advisors’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	$2.69M	Buy	9,150 +286	+3%	+$86.8K	1.32%	17
2025 Q4	$2.86M	Sell	8,864 -66	-0.7%	-$20.4K	1.42%	18
2025 Q3	$2.82M	Sell	8,930 -376	-4%	-$112K	1.33%	18
2025 Q2	$2.7M	Sell	9,306 -20	-0.2%	-$5.1K	1.35%	17
2025 Q1	$2.29M	Sell	9,326 -97	-1%	-$24.7K	1.29%	17
2024 Q4	$2.51M	Sell	9,423 -345	-4%	-$80.4K	1.34%	15
2024 Q3	$2.06M	Buy	9,768 +422	+5%	+$88.9K	1.25%	16
2024 Q2	$1.89M	Buy	9,346 +227	+2%	+$44.4K	1.24%	15
2024 Q1	$1.83M	Buy	9,119 +313	+4%	+$56.5K	1.24%	16
2023 Q4	$1.52M	Sell	8,806 -5,663	-39%	-$858K	1.19%	16
2023 Q3	$2.1M	Buy	14,469 +6,000	+71%	+$899K	1.89%	10
2023 Q2	$1.33M	Sell	8,469 -391	-4%	-$53.8K	1.1%	20
2023 Q1	$1.14M	Sell	8,860 -400	-4%	-$54.8K	1.03%	20
2022 Q4	$1.29M	Buy	+9,260	New	+$1.17M	1.17%	18