Napa Wealth Management’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	$2.71M	Buy	+9,332	New	+$2.71M	1.29%	23
2025 Q1	–	Sell	-4,250	Closed	-$1.02M	–	189
2024 Q4	$1.02M	Buy	+4,250	New	+$1.02M	0.44%	62
2024 Q1	–	Sell	-33,641	Closed	-$5.72M	–	91
2023 Q4	$5.72M	Buy	+33,641	New	+$5.72M	3.11%	4