Petra 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	$298K	Sell	1,029 -11	-1%	-$3.19K	0.19%	116
2025 Q1	$255K	Sell	1,040 -59	-5%	-$14.5K	0.21%	103
2024 Q4	$263K	Sell	1,099 -61	-5%	-$14.6K	0.18%	120
2024 Q3	$245K	Buy	1,160 +165	+17%	+$34.8K	0.16%	122
2024 Q2	$201K	Buy	+995	New	+$201K	0.14%	117