Keyvantage Wealth’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	$1.32M	Sell	4,559 -96	-2%	-$27.8K	0.59%	28
2025 Q1	$1.14M	Sell	4,655 -408	-8%	-$100K	0.56%	28
2024 Q4	$1.21M	Buy	+5,063	New	+$1.21M	0.87%	26