Levy Wealth Management Group’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 Q2	$673K	Buy	3,326 +193	+6%	+$37.7K	0.17%	49
2024 Q1	$533K	Hold	3,133	–	–	0.15%	55
2023 Q4	$533K	Buy	3,133 +21	+0.7%	+$3.18K	0.15%	55
2023 Q3	$451K	Buy	3,112 +17	+0.5%	+$2.55K	0.14%	62
2023 Q2	$450K	Buy	3,095 +20	+0.7%	+$2.75K	0.13%	62
2023 Q1	$401K	Buy	3,075 +19	+0.6%	+$2.6K	0.12%	63
2022 Q4	$410K	Sell	3,056 -47	-2%	-$5.96K	0.14%	57
2022 Q3	$324K	Buy	3,103 +217	+8%	+$24.9K	0.14%	54
2022 Q2	$325K	Buy	2,886 +11	+0.4%	+$1.36K	0.15%	51
2022 Q1	$392K	Buy	2,875 +14	+0.5%	+$2.07K	0.16%	43
2021 Q4	$453K	Buy	2,861 +14	+0.5%	+$2.3K	0.21%	43
2021 Q3	$466K	Buy	2,847 +15	+0.5%	+$2.35K	0.26%	37
2021 Q2	$441K	Buy	+2,832	New	+$445K	0.25%	38