Saxony Capital 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	$363K	Sell	1,252 -186	-13%	-$53.9K	0.28%	77
2025 Q1	$353K	Buy	1,438 +254	+21%	+$62.3K	0.31%	68
2024 Q4	$284K	Buy	1,184 +1	+0.1%	+$240	0.25%	91
2024 Q3	$249K	Sell	1,183 -14	-1%	-$2.95K	0.23%	105
2024 Q2	$242K	Buy	+1,197	New	+$242K	0.27%	104