Marshall & Sterling Wealth Advisors’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	$334K	Sell	1,157 -11	-0.9%	-$3.18K	0.23%	60
2025 Q1	$287K	Buy	1,168 +146	+14%	+$35.8K	0.19%	70
2024 Q4	$245K	Buy	+1,022	New	+$245K	0.17%	78