Riverbend 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	$2.05M	Buy	7,076 +187	+3%	+$54.2K	1.55%	16
2025 Q1	$1.69M	Buy	6,889 +90	+1%	+$22.1K	1.51%	17
2024 Q4	$1.64M	Buy	+6,799	New	+$1.64M	1.46%	18