New Perspectives Inc’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	$494K	Buy	1,703 +110	+7%	+$31.9K	0.24%	20
2025 Q1	$391K	Hold	1,593	–	–	0.21%	21
2024 Q4	$382K	Hold	1,593	–	–	0.2%	22
2024 Q3	$336K	Buy	+1,593	New	+$336K	0.18%	22