Kellett Wealth Advisors’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	$637K	Buy	2,198 +562	+34%	+$163K	0.42%	33
2025 Q1	$401K	Buy	1,636 +152	+10%	+$37.3K	0.28%	40
2024 Q4	$356K	Buy	1,484 +60	+4%	+$14.4K	0.24%	45
2024 Q3	$300K	Buy	1,424 +155	+12%	+$32.7K	0.21%	56
2024 Q2	$257K	Buy	+1,269	New	+$257K	0.21%	55