Morey & Quinn Wealth Partners’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	$482K	Buy	1,664 +38	+2%	+$11K	0.39%	64
2025 Q1	$399K	Buy	1,626 +138	+9%	+$33.9K	0.33%	77
2024 Q4	$357K	Buy	+1,488	New	+$357K	0.3%	81