Rialto Wealth 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	$269K	Buy	929 +35	+4%	+$10.2K	0.08%	128
2025 Q1	$219K	Sell	894 -976	-52%	-$239K	0.07%	142
2024 Q4	$448K	Buy	+1,870	New	+$448K	0.15%	94