Outlook Wealth Advisors’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	$1.27M	Buy	4,305 +191	+5%	+$58K	0.31%	69
2025 Q4	$1.33M	Buy	4,114 +766	+23%	+$237K	0.3%	68
2025 Q3	$1.06M	Buy	3,348 +17	+0.5%	+$5.06K	0.26%	82
2025 Q2	$966K	Buy	3,331 +52	+2%	+$13.3K	0.25%	79
2025 Q1	$805K	Sell	3,279 -106	-3%	-$27K	0.22%	88
2024 Q4	$812K	Buy	3,385 +134	+4%	+$31.2K	0.23%	88
2024 Q3	$685K	Buy	3,251 +43	+1%	+$9.06K	0.2%	105
2024 Q2	$649K	Buy	3,208 +2,030	+172%	+$397K	0.2%	103
2024 Q1	$236K	Buy	+1,178	New	+$213K	0.07%	241
2022 Q2	–	Sell	-1,776	Closed	-$242K	–	198
2022 Q1	$242K	Sell	1,776 -4,420	-71%	-$652K	0.08%	179
2021 Q4	$981K	Buy	6,196 +60	+1%	+$9.85K	0.29%	76
2021 Q3	$1M	Buy	6,136 +580	+10%	+$90.9K	0.33%	73
2021 Q2	$864K	Buy	5,556 +790	+17%	+$124K	0.28%	90
2021 Q1	$725K	Buy	4,766 +2	+0%	+$288	0.25%	91
2020 Q4	$605K	Buy	4,764 +77	+2%	+$8.61K	0.22%	109
2020 Q3	$451K	Buy	4,687 +360	+8%	+$35.4K	0.18%	120
2020 Q2	$407K	Buy	4,327 +224	+5%	+$21.3K	0.17%	122
2020 Q1	$369K	Buy	4,103 +890	+28%	+$108K	0.21%	101
2019 Q4	$448K	Sell	3,213 -23	-0.7%	-$2.95K	0.25%	73
2019 Q3	$381K	Buy	3,236 +6	+0.2%	+$679	0.23%	106
2019 Q2	$361K	Buy	3,230 +123	+4%	+$13.6K	0.24%	105
2019 Q1	$315K	Buy	3,107 +2,512	+422%	+$259K	0.26%	104
2018 Q4	$581K	Buy	+595	New	+$63.4K	0.26%	94