Morris Financial Concepts’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	$3M	Buy	10,192 +423	+4%	+$128K	1.02%	19
2025 Q4	$3.15M	Sell	9,769 -39	-0.4%	-$12.1K	1.1%	18
2025 Q3	$3.09M	Sell	9,808 -76	-0.8%	-$22.6K	1.12%	16
2025 Q2	$2.87M	Sell	9,884 -97	-1%	-$24.8K	1.14%	15
2025 Q1	$2.45M	Sell	9,981 -50	-0.5%	-$12.7K	1.03%	15
2024 Q4	$2.4M	Buy	10,031 +2	+0%	+$466	1.03%	17
2024 Q3	$2.11M	Buy	10,029 +425	+4%	+$89.5K	0.91%	17
2024 Q2	$1.94M	Sell	9,604 -111	-1%	-$21.7K	0.93%	18
2024 Q1	$1.95M	Sell	9,715 -224	-2%	-$40.4K	1%	16
2023 Q4	$1.69M	Sell	9,939 -176	-2%	-$26.7K	0.97%	22
2023 Q3	$1.47M	Sell	10,115 -145	-1%	-$21.7K	0.97%	22
2023 Q2	$1.49M	Sell	10,260 -130	-1%	-$17.9K	0.96%	23
2023 Q1	$1.35M	Buy	10,390 +10	+0.1%	+$1.37K	0.95%	25
2022 Q4	$1.39M	Sell	10,380 -88	-0.8%	-$11.2K	1.12%	21
2022 Q3	$1.09M	Buy	10,468 +526	+5%	+$60.4K	1.13%	18
2022 Q2	$1.12M	Hold	9,942	–	–	1.06%	20
2022 Q1	$1.35M	Sell	9,942 -98	-1%	-$14.5K	1.13%	19
2021 Q4	$1.59M	Buy	+10,040	New	+$1.65M	1.33%	19