Sagespring Wealth Partners’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	$21.4M	Buy	73,899 +6,988	+10%	+$2.03M	0.46%	40
2025 Q1	$16.4M	Buy	66,911 +4,968	+8%	+$1.22M	0.41%	42
2024 Q4	$14.8M	Buy	+61,943	New	+$14.8M	0.39%	41