MB, Levis & Associates’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.59M	Buy	12,217 +88	+0.7%	+$26.7K	1.5%	15
2025 Q4	$3.91M	Sell	12,129 -244	-2%	-$75.5K	1.65%	14
2025 Q3	$3.9M	Sell	12,373 -1,867	-13%	-$555K	1.69%	15
2025 Q2	$4.13M	Sell	14,240 -165	-1%	-$42.1K	1.81%	13
2025 Q1	$3.53M	Sell	14,405 -8	-0.1%	-$2.04K	1.64%	14
2024 Q4	$3.45M	Sell	14,413 -84	-0.6%	-$19.6K	1.73%	13
2024 Q3	$3.06M	Buy	14,497 +30	+0.2%	+$6.32K	1.51%	14
2024 Q2	$2.93M	Buy	14,467 +28	+0.2%	+$5.47K	1.54%	13
2024 Q1	$2.89M	Sell	14,439 -22	-0.2%	-$3.97K	1.55%	14
2023 Q4	$2.46M	Buy	14,461 +68	+0.5%	+$10.3K	1.41%	13
2023 Q3	$2.09M	Sell	14,393 -65	-0.4%	-$9.74K	1.35%	16
2023 Q2	$2.1M	Sell	14,458 -27	-0.2%	-$3.71K	1.35%	14
2023 Q1	$1.89M	Buy	14,485 +228	+2%	+$31.2K	1.31%	15
2022 Q4	$1.91M	Buy	+14,257	New	+$1.81M	1.5%	15