Principia Wealth Advisory’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	$251K	Buy	865 +32	+4%	+$9.28K	0.21%	55
2025 Q1	$195K	Buy	833 +7	+0.8%	+$1.64K	0.19%	47
2024 Q4	$198K	Buy	+826	New	+$198K	0.19%	48