Miller 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	$209K	Buy	+723	New	+$209K	0.27%	94
2025 Q1	–	Sell	-3,593	Closed	-$861K	–	116
2024 Q4	$861K	Buy	+3,593	New	+$861K	0.73%	36