McGlone Suttner Wealth Management’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	$3.02M	Sell	10,255 -284	-3%	-$86.2K	0.4%	25
2025 Q4	$3.4M	Sell	10,539 -297	-3%	-$92K	0.46%	23
2025 Q3	$3.42M	Buy	10,836 +231	+2%	+$68.7K	0.48%	23
2025 Q2	$3.07M	Buy	10,605 +156	+1%	+$39.8K	0.46%	24
2025 Q1	$2.56M	Buy	10,449 +859	+9%	+$219K	0.42%	24
2024 Q4	$2.3M	Buy	9,590 +329	+4%	+$76.6K	0.38%	28
2024 Q3	$1.95M	Buy	9,261 +1,544	+20%	+$325K	0.41%	30
2024 Q2	$1.31M	Sell	7,717 -993	-11%	-$194K	0.27%	39
2024 Q1	$1.74M	Buy	8,710 +993	+13%	+$179K	0.33%	34
2023 Q4	$1.31M	Buy	7,717 +420	+6%	+$63.6K	0.26%	39
2023 Q3	$1.06M	Buy	7,297 +331	+5%	+$49.6K	0.25%	47
2023 Q2	$1.01M	Buy	6,966 +314	+5%	+$43.2K	0.23%	49
2023 Q1	$867K	Buy	6,652 +353	+6%	+$48.4K	0.22%	50
2022 Q4	$845K	Buy	+6,299	New	+$798K	0.27%	51