LeClair Wealth Partners’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	$2.17M	Sell	7,490 -272	-4%	-$78.9K	1.47%	20
2025 Q1	$1.9M	Sell	7,762 -658	-8%	-$161K	1.37%	20
2024 Q4	$2.02M	Buy	+8,420	New	+$2.02M	1.35%	19