Relyea Zuckerberg Hanson’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.97M	Sell	23,699 -3,863	-14%	-$1.17M	0.7%	35
2025 Q4	$8.88M	Sell	27,562 -226	-0.8%	-$70K	0.9%	24
2025 Q3	$8.77M	Sell	27,788 -424	-2%	-$126K	0.92%	23
2025 Q2	$8.18M	Buy	28,212 +5,375	+24%	+$1.37M	0.96%	21
2025 Q1	$5.6M	Sell	22,837 -84	-0.4%	-$21.4K	0.75%	27
2024 Q4	$5.49M	Buy	22,921 +3,104	+16%	+$723K	0.74%	28
2024 Q3	$4.18M	Sell	19,817 -278	-1%	-$58.6K	0.64%	27
2024 Q2	$4.06M	Buy	20,095 +271	+1%	+$53K	0.68%	27
2024 Q1	$3.97M	Buy	19,824 +1,487	+8%	+$268K	0.7%	27
2023 Q4	$3.12M	Buy	18,337 +2,805	+18%	+$425K	0.61%	30
2023 Q3	$2.25M	Sell	15,532 -309	-2%	-$46.3K	0.51%	35
2023 Q2	$2.3M	Buy	15,841 +1,814	+13%	+$249K	0.52%	34
2023 Q1	$1.83M	Buy	14,027 +3,545	+34%	+$486K	0.45%	41
2022 Q4	$1.41M	Buy	10,482 +1,930	+23%	+$245K	0.4%	39
2022 Q3	$894K	Sell	8,552 -288	-3%	-$33.1K	0.32%	44
2022 Q2	$995K	Buy	8,840 +624	+8%	+$77.3K	0.37%	41
2022 Q1	$1.05M	Sell	8,216 -658	-7%	-$97.1K	0.34%	49
2021 Q4	$1.29M	Buy	8,874 +640	+8%	+$105K	0.47%	39
2021 Q3	$1.35M	Buy	8,234 +520	+7%	+$81.5K	0.52%	32
2021 Q2	$1.2M	Buy	7,714 +293	+4%	+$46K	0.49%	34
2021 Q1	$1.12M	Buy	7,421 +379	+5%	+$54.5K	0.5%	33
2020 Q4	$895K	Sell	7,042 -50	-0.7%	-$5.59K	0.48%	36
2020 Q3	$721K	Buy	7,092 +19	+0.3%	+$1.87K	0.46%	43
2020 Q2	$665K	Sell	7,073 -94	-1%	-$8.92K	0.53%	40
2020 Q1	$645K	Buy	7,167 +477	+7%	+$58K	0.71%	36
2019 Q4	$933K	Buy	+6,690	New	+$858K	0.9%	27