McCarter Private Wealth 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	$4.16M	Buy	14,340 +229	+2%	+$66.4K	2.38%	10
2025 Q1	$3.46M	Sell	14,111 -1,120	-7%	-$275K	2.27%	15
2024 Q4	$3.65M	Sell	15,231 -265	-2%	-$63.5K	2.32%	13
2024 Q3	$3.27M	Buy	+15,496	New	+$3.27M	2.07%	14