Lindbrook Capital’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$9.76M	Sell	39,791 -472	-1%	-$116K	0.9%	17
2024 Q4	$9.65M	Buy	40,263 +313	+0.8%	+$75K	0.87%	19
2024 Q3	$8.42M	Buy	39,950 +5,920	+17%	+$1.25M	0.75%	25
2024 Q2	$6.88M	Sell	34,030 -1,022	-3%	-$207K	0.65%	25
2024 Q1	$7.02M	Sell	35,052 -1,022	-3%	-$205K	0.66%	27
2023 Q4	$6.14M	Buy	36,074 +1,761	+5%	+$300K	0.61%	29
2023 Q3	$4.98M	Sell	34,313 -1,511	-4%	-$219K	0.56%	31
2023 Q2	$5.21M	Buy	35,824 +3,897	+12%	+$567K	0.55%	30
2023 Q1	$4.16M	Sell	31,927 -161	-0.5%	-$21K	0.49%	40
2022 Q4	$4.3M	Buy	32,088 +2,400	+8%	+$322K	0.53%	34
2022 Q3	$3.1M	Buy	29,688 +1,441	+5%	+$151K	0.52%	27
2022 Q2	$3.18M	Buy	28,247 +4,881	+21%	+$550K	0.53%	27
2022 Q1	$3.19M	Sell	23,366 -652	-3%	-$88.9K	0.49%	27
2021 Q4	$3.8M	Buy	24,018 +18,561	+340%	+$2.94M	0.58%	25
2021 Q3	$893K	Buy	5,457 +42	+0.8%	+$6.87K	0.23%	35
2021 Q2	$842K	Sell	5,415 -613	-10%	-$95.3K	0.19%	43
2021 Q1	$918K	Buy	6,028 +385	+7%	+$58.6K	0.21%	39
2020 Q4	$717K	Buy	5,643 +445	+9%	+$56.5K	0.18%	44
2020 Q3	$500K	Buy	5,198 +57	+1%	+$5.48K	0.14%	58
2020 Q2	$484K	Sell	5,141 -97	-2%	-$9.13K	0.14%	53
2020 Q1	$472K	Sell	5,238 -2,284	-30%	-$206K	0.18%	46
2019 Q4	$1.05M	Buy	7,522 +194	+3%	+$27.1K	0.37%	26
2019 Q3	$862K	Buy	7,328 +72	+1%	+$8.47K	0.33%	27
2019 Q2	$811K	Buy	7,256 +561	+8%	+$62.7K	0.31%	27
2019 Q1	$677K	Buy	6,695 +963	+17%	+$97.4K	0.27%	37
2018 Q4	$559K	Buy	+5,732	New	+$559K	0.28%	37