Requisite Capital Management’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	$1.29M	Buy	4,433 +223	+5%	+$64.7K	0.28%	26
2025 Q1	$1.03M	Sell	4,210 -522	-11%	-$128K	0.23%	28
2024 Q4	$1.13M	Sell	4,732 -5	-0.1%	-$1.2K	0.23%	30
2024 Q3	$999K	Buy	4,737 +294	+7%	+$62K	0.21%	21
2024 Q2	$899K	Buy	4,443 +2,363	+114%	+$478K	0.2%	31
2024 Q1	$417K	Hold	2,080	–	–	0.09%	54
2023 Q4	$354K	Sell	2,080 -2,608	-56%	-$444K	0.09%	48
2023 Q3	$680K	Hold	4,688	–	–	0.17%	28
2023 Q2	$682K	Hold	4,688	–	–	0.17%	25
2023 Q1	$611K	Sell	4,688 -795	-14%	-$104K	0.19%	19
2022 Q4	$735K	Buy	5,483 +510	+10%	+$68.4K	0.24%	19
2022 Q3	$520K	Buy	4,973 +428	+9%	+$44.8K	0.18%	25
2022 Q2	$512K	Buy	4,545 +581	+15%	+$65.5K	0.17%	31
2022 Q1	$540K	Hold	3,964	–	–	0.17%	46
2021 Q4	$628K	Hold	3,964	–	–	0.19%	44
2021 Q3	$649K	Hold	3,964	–	–	0.14%	48
2021 Q2	$617K	Hold	3,964	–	–	0.11%	48
2021 Q1	$603K	Buy	3,964 +555	+16%	+$84.4K	0.14%	38
2020 Q4	$433K	Sell	3,409 -1,839	-35%	-$234K	0.14%	43
2020 Q3	$505K	Sell	5,248 -2,517	-32%	-$242K	0.18%	32
2020 Q2	$730K	Sell	7,765 -1,100	-12%	-$103K	0.28%	32
2020 Q1	$798K	Sell	8,865 -354	-4%	-$31.9K	0.34%	19
2019 Q4	$1.29M	Buy	9,219 +754	+9%	+$105K	0.44%	25
2019 Q3	$996K	Sell	8,465 -6	-0.1%	-$706	0.38%	30
2019 Q2	$947K	Hold	8,471	–	–	0.37%	37
2019 Q1	$858K	Buy	8,471 +6	+0.1%	+$608	0.33%	33
2018 Q4	$826K	Buy	+8,465	New	+$826K	0.32%	27