Karani Asset Management’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	$584K	Sell	2,016 -400	-17%	-$116K	0.57%	32
2025 Q1	$593K	Sell	2,416 -584	-19%	-$143K	0.63%	32
2024 Q4	$719K	Buy	+3,000	New	+$719K	0.67%	26
2023 Q3	$580K	Buy	+4,000	New	+$580K	0.84%	27