NBZ Investment Advisors’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	$1.16M	Sell	3,999 -645	-14%	-$187K	0.66%	25
2025 Q1	$1.14M	Buy	4,644 +516	+13%	+$127K	0.66%	23
2024 Q4	$990K	Buy	+4,128	New	+$990K	0.55%	22