Papamarkou Wellner Asset 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	$2.72M	Buy	9,382 +156	+2%	+$45.2K	1.8%	14
2025 Q1	$2.26M	Sell	9,226 -220	-2%	-$54K	1.58%	18
2024 Q4	$2.26M	Buy	+9,446	New	+$2.26M	1.56%	18