Marshall Investment 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	$418K	Sell	1,441 -12,991	-90%	-$3.77M	1.98%	16
2025 Q1	$3.54M	Sell	14,432 -1,136	-7%	-$279K	2.2%	16
2024 Q4	$3.28M	Buy	+15,568	New	+$3.28M	1.93%	20