Mattson Financial Services’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	$5.06M	Buy	17,442 +252	+1%	+$73.1K	1.36%	13
2025 Q1	$4.22M	Buy	17,190 +739	+4%	+$181K	1.27%	18
2024 Q4	$3.47M	Sell	16,451 -1,918	-10%	-$404K	1.1%	23
2024 Q3	$3.72M	Sell	18,369 -121	-0.7%	-$24.5K	1.33%	15
2024 Q2	$3.74M	Buy	+18,490	New	+$3.74M	1.33%	15