Lord & Richards Wealth Management’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	$1.54M	Buy	5,315 +346	+7%	+$100K	1.61%	17
2025 Q1	$1.22M	Buy	4,969 +2,111	+74%	+$518K	1.38%	22
2024 Q4	$685K	Buy	+2,858	New	+$685K	1.45%	22