Lighthouse Financial’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	$422K	Hold	1,457	–	–	0.32%	45
2025 Q1	$357K	Buy	1,457 +8	+0.6%	+$1.96K	0.31%	48
2024 Q4	$347K	Buy	+1,449	New	+$347K	0.28%	51