Kolinsky Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2M	Buy	8,330 +378	+5%	+$88K	1.22%	13
2024 Q3	$1.68M	Buy	7,952 +30	+0.4%	+$6.32K	1.09%	14
2024 Q2	$1.6M	Buy	7,922 +228	+3%	+$44.6K	1.15%	13
2024 Q1	$1.54M	Buy	7,694 +493	+7%	+$89K	1.18%	15
2023 Q4	$1.22M	Sell	7,201 -344	-5%	-$52.1K	1.08%	14
2023 Q3	$1.09M	Buy	7,545 +545	+8%	+$81.7K	1.09%	13
2023 Q2	$1M	Buy	7,000 +301	+4%	+$41.4K	0.95%	12
2023 Q1	$873K	Buy	6,699 +286	+4%	+$39.2K	0.93%	14
2022 Q4	$860K	Buy	6,413 +116	+2%	+$14.7K	0.98%	12
2022 Q3	$658K	Sell	6,297 -498	-7%	-$57.1K	0.82%	16
2022 Q2	$765K	Sell	6,795 -46	-0.7%	-$5.7K	0.9%	17
2022 Q1	$933K	Buy	6,841 +86	+1%	+$12.7K	0.92%	15
2021 Q4	$1.07M	Buy	+6,755	New	+$1.11M	0.99%	13