SC&H Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06M	Buy	6,996 +1	+0%	+$303	0.31%	40
2025 Q4	$2.25M	Buy	6,995 +71	+1%	+$22K	0.35%	36
2025 Q3	$2.18M	Sell	6,924 -68	-1%	-$20.2K	0.36%	37
2025 Q2	$2.03M	Sell	6,992 -150	-2%	-$38.3K	0.35%	39
2025 Q1	$1.75M	Hold	7,142	–	–	0.34%	38
2024 Q4	$1.71M	Buy	7,142 +4	+0.1%	+$932	0.35%	38
2024 Q3	$1.51M	Sell	7,138 -337	-5%	-$71K	0.33%	47
2024 Q2	$1.51M	Buy	7,475 +179	+2%	+$35K	0.37%	41
2024 Q1	$1.46M	Sell	7,296 -286	-4%	-$51.6K	0.38%	43
2023 Q4	$1.29M	Sell	7,582 -25	-0.3%	-$3.79K	0.37%	46
2023 Q3	$1.1M	Sell	7,607 -1	-0%	-$150	0.37%	52
2023 Q2	$1.11M	Buy	7,608 +723	+11%	+$99.4K	0.37%	52
2023 Q1	$897K	Buy	6,885 +129	+2%	+$17.7K	0.33%	61
2022 Q4	$906K	Sell	6,756 -134	-2%	-$17K	0.38%	56
2022 Q3	$720K	Sell	6,890 -830	-11%	-$95.3K	0.36%	59
2022 Q2	$869K	Sell	7,720 -713	-8%	-$88.3K	0.41%	53
2022 Q1	$1.15M	Sell	8,433 -46	-0.5%	-$6.79K	0.55%	37
2021 Q4	$1.34M	Buy	+8,479	New	+$1.39M	0.74%	31