MONECO Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.68M	Buy	19,594 +1,701	+10%	+$493K	0.53%	39
2025 Q1	$4.39M	Sell	17,893 -123	-0.7%	-$30.2K	0.45%	43
2024 Q4	$4.32M	Buy	18,016 +3,098	+21%	+$743K	0.46%	48
2024 Q3	$3.15M	Sell	14,918 -4,267	-22%	-$900K	0.39%	67
2024 Q2	$3.88M	Sell	19,185 -391	-2%	-$79.1K	0.57%	45
2024 Q1	$3.92M	Buy	19,576 +6,535	+50%	+$1.31M	0.62%	34
2023 Q4	$2.22M	Sell	13,041 -1,003	-7%	-$171K	0.42%	62
2023 Q3	$2.04M	Buy	14,044 +478	+4%	+$69.3K	0.55%	37
2023 Q2	$1.97M	Buy	13,566 +256	+2%	+$37.2K	0.54%	41
2023 Q1	$1.73M	Buy	13,310 +2,017	+18%	+$263K	0.51%	43
2022 Q4	$1.51M	Buy	11,293 +478	+4%	+$64.1K	0.55%	40
2022 Q3	$1.13M	Buy	10,815 +506	+5%	+$52.9K	0.45%	52
2022 Q2	$1.16M	Buy	10,309 +1,553	+18%	+$175K	0.45%	54
2022 Q1	$1.19M	Buy	8,756 +196	+2%	+$26.7K	0.44%	51
2021 Q4	$1.27M	Buy	8,560 +135	+2%	+$20.1K	0.48%	48
2021 Q3	$1.38M	Buy	8,425 +803	+11%	+$131K	0.54%	44
2021 Q2	$1.19M	Buy	7,622 +253	+3%	+$39.3K	0.55%	43
2021 Q1	$1.12M	Buy	7,369 +3,364	+84%	+$512K	0.55%	43
2020 Q4	$562K	Sell	4,005 -717	-15%	-$101K	0.31%	72
2020 Q3	$455K	Buy	4,722 +89	+2%	+$8.58K	0.29%	81
2020 Q2	$436K	Buy	4,633 +449	+11%	+$42.3K	0.34%	70
2020 Q1	$377K	Sell	4,184 -121	-3%	-$10.9K	0.39%	65
2019 Q4	$595K	Buy	4,305 +133	+3%	+$18.4K	0.42%	59
2019 Q3	$491K	Buy	4,172 +378	+10%	+$44.5K	0.38%	60
2019 Q2	$424K	Sell	3,794 -700	-16%	-$78.2K	0.34%	67
2019 Q1	$455K	Buy	4,494 +831	+23%	+$84.1K	0.37%	63
2018 Q4	$358K	Buy	+3,663	New	+$358K	0.42%	53