Peak Financial Advisors’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	$201K	Buy	+695	New	+$201K	0.1%	86
2021 Q3	–	Sell	-1,337	Closed	-$208K	–	76
2021 Q2	$208K	Hold	1,337	–	–	0.18%	68
2021 Q1	$204K	Buy	+1,337	New	+$204K	0.17%	68