Petros Family Wealth’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	$1.67M	Buy	5,772 +294	+5%	+$85.2K	1.53%	16
2025 Q1	$1.34M	Buy	5,478 +1	+0%	+$245	1.49%	16
2024 Q4	$1.31M	Buy	+5,477	New	+$1.31M	1.42%	17