LifePlan Investment Advisors’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	$951K	Buy	3,279 +2,319	+242%	+$672K	0.47%	58
2025 Q1	$235K	Hold	960	–	–	0.14%	95
2024 Q4	$230K	Sell	960 -7	-0.7%	-$1.68K	0.14%	91
2024 Q3	$204K	Buy	+967	New	+$204K	0.13%	91