Narus Financial Partners’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	$1.29M	Buy	4,388 +200	+5%	+$60.7K	0.34%	52
2025 Q4	$1.35M	Buy	4,188 +81	+2%	+$25.1K	0.37%	49
2025 Q3	$1.3M	Buy	4,107 +44	+1%	+$13.1K	0.35%	50
2025 Q2	$1.18M	Buy	4,063 +6	+0.1%	+$1.53K	0.37%	44
2025 Q1	$995K	Buy	4,057 +85	+2%	+$21.7K	0.34%	50
2024 Q4	$952K	Sell	3,972 -210	-5%	-$48.9K	0.32%	55
2024 Q3	$882K	Sell	4,182 -1,046	-20%	-$220K	0.32%	59
2024 Q2	$1.06M	Sell	5,228 -74	-1%	-$14.5K	0.43%	51
2024 Q1	$1.06M	Buy	5,302 +20	+0.4%	+$3.61K	0.45%	50
2023 Q4	$898K	Buy	5,282 +125	+2%	+$18.9K	0.43%	50
2023 Q3	$748K	Buy	5,157 +35	+0.7%	+$5.25K	0.38%	48
2023 Q2	$745K	Sell	5,122 -1,010	-16%	-$139K	0.39%	50
2023 Q1	$799K	Sell	6,132 -65	-1%	-$8.91K	0.43%	42
2022 Q4	$831K	Buy	6,197 +225	+4%	+$28.5K	0.48%	39
2022 Q3	$624K	Buy	5,972 +200	+3%	+$23K	0.39%	46
2022 Q2	$650K	Buy	5,772 +1,070	+23%	+$133K	0.41%	45
2022 Q1	$641K	Buy	+4,702	New	+$694K	0.36%	48
2021 Q1	$875K	Buy	+5,747	New	+$827K	0.52%	24
2019 Q4	$631K	Sell	4,527 -523	-10%	-$67.1K	0.44%	23
2019 Q3	$594K	Sell	5,050 -106	-2%	-$12K	0.44%	22
2019 Q2	$576K	Buy	+5,156	New	+$568K	0.45%	21
2017 Q3	$568K	Hold	5,951	–	–	0.5%	29
2017 Q2	$544K	Sell	5,951 -200	-3%	-$17.3K	0.5%	27
2017 Q1	$540K	Hold	6,151	–	–	0.52%	27
2016 Q4	$531K	Buy	+6,151	New	+$469K	0.56%	26