Sage Investment Counsel’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	$1.58M	Hold	5,452	–	–	1.83%	11
2025 Q1	$1.34M	Sell	5,452 -120	-2%	-$29.4K	1.7%	12
2024 Q4	$1.34M	Buy	+5,572	New	+$1.34M	1.74%	11