Kintegral Advisory’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.4M	Sell	42,833 -64	-0.1%	-$18.6K	1.13%	17
2025 Q1	$10.5M	Sell	42,897 -144	-0.3%	-$35.3K	1.06%	17
2024 Q4	$10.3M	Sell	43,041 -2,005	-4%	-$481K	0.97%	18
2024 Q3	$9.5M	Sell	45,046 -590	-1%	-$124K	0.87%	23
2024 Q2	$9.23M	Buy	45,636 +2	+0%	+$405	0.89%	21
2024 Q1	$9.14M	Sell	45,634 -142	-0.3%	-$28.4K	0.91%	20
2023 Q4	$7.79M	Sell	45,776 -291	-0.6%	-$49.5K	0.86%	25
2023 Q3	$6.68M	Sell	46,067 -27	-0.1%	-$3.92K	0.83%	25
2023 Q2	$6.7M	Hold	46,094	–	–	0.79%	29
2023 Q1	$6.01M	Sell	46,094 -2,476	-5%	-$323K	0.78%	30
2022 Q4	$6.51M	Buy	48,570 +9,138	+23%	+$1.23M	0.86%	28
2022 Q3	$4.12M	Hold	39,432	–	–	0.57%	44
2022 Q2	$4.44M	Buy	39,432 +835	+2%	+$94K	0.58%	41
2022 Q1	$5.26M	Buy	38,597 +863	+2%	+$118K	0.58%	38
2021 Q4	$5.98M	Hold	37,734	–	–	0.62%	32
2021 Q3	$6.18M	Hold	37,734	–	–	0.72%	28
2021 Q2	$5.87M	Hold	37,734	–	–	0.69%	31
2021 Q1	$5.74M	Hold	37,734	–	–	0.74%	30
2020 Q4	$4.8M	Hold	37,734	–	–	0.65%	34
2020 Q3	$3.63M	Sell	37,734 -1,215	-3%	-$117K	0.55%	44
2020 Q2	$3.66M	Hold	38,949	–	–	0.59%	40
2020 Q1	$3.51M	Buy	38,949 +4,358	+13%	+$392K	0.68%	37
2019 Q4	$4.82M	Hold	34,591	–	–	0.88%	26
2019 Q3	$4.07M	Hold	34,591	–	–	0.81%	28
2019 Q2	$3.87M	Hold	34,591	–	–	0.78%	28
2019 Q1	$3.5M	Buy	34,591 +18,177	+111%	+$1.84M	0.74%	34
2018 Q4	$1.6M	Buy	+16,414	New	+$1.6M	0.47%	53