PCG 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	$2.81M	Sell	9,695 -249	-3%	-$72.2K	2.42%	12
2025 Q1	$2.44M	Sell	9,944 -262	-3%	-$64.3K	2.28%	13
2024 Q4	$2.45M	Buy	+10,206	New	+$2.45M	2.15%	15