Park Square Financial Group’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	$562K	Buy	1,937 +94	+5%	+$27.3K	0.41%	47
2025 Q1	$452K	Sell	1,843 -181	-9%	-$44.4K	0.36%	45
2024 Q4	$485K	Buy	+2,024	New	+$485K	0.34%	38