Orca 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	$4.1M	Sell	14,147 -240	-2%	-$69.6K	3.45%	9
2025 Q1	$3.53M	Buy	14,387 +38	+0.3%	+$9.32K	3.16%	10
2024 Q4	$3.44M	Buy	+14,349	New	+$3.44M	3.1%	8