ORG Partners’s JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.00% Non-Cumulative Preferred Stock, Series EE JPM.PRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Sell	77,300 -12,500	-14%	-$318K	0.42%	52
2025 Q1	$2.23M	Buy	89,800 +5,500	+7%	+$136K	0.55%	38
2024 Q4	$2.14M	Buy	84,300 +51,300	+155%	+$1.31M	0.29%	62
2024 Q3	$840K	Buy	+33,000	New	+$840K	0.13%	119