Roxbury Financial’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	$2.31M	Sell	7,985 -259	-3%	-$75.1K	2.26%	12
2025 Q1	$2.18M	Buy	8,244 +132	+2%	+$34.9K	2.13%	12
2024 Q4	$2.03M	Buy	+8,112	New	+$2.03M	1.95%	13