Pinney & Scofield’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	$307K	Buy	1,059 +49	+5%	+$14.2K	0.21%	39
2025 Q1	$248K	Buy	1,010 +200	+25%	+$49.1K	0.18%	40
2024 Q4	$194K	Buy	+810	New	+$194K	0.15%	48