Magnolia Private Wealth’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	$891K	Sell	3,075 -27	-0.9%	-$7.83K	0.69%	38
2025 Q1	$761K	Buy	3,102 +361	+13%	+$88.6K	0.63%	39
2024 Q4	$657K	Buy	+2,741	New	+$657K	0.56%	42