Sciencast Management’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,012	Closed	-$2.7M	–	317
2025 Q1	$2.7M	Buy	+11,012	New	+$2.7M	0.62%	82
2024 Q3	–	Sell	-5,107	Closed	-$1.03M	–	299
2024 Q2	$1.03M	Buy	+5,107	New	+$1.03M	0.36%	120
2024 Q1	–	Sell	-2,782	Closed	-$473K	–	274
2023 Q4	$473K	Sell	2,782 -8,897	-76%	-$1.51M	0.26%	142
2023 Q3	$1.69M	Buy	+11,679	New	+$1.69M	0.77%	26
2022 Q2	$3.56M	Buy	+31,002	New	+$3.56M	0.8%	26
2021 Q2	–	Sell	-21,000	Closed	-$3.23M	–	583
2021 Q1	$3.23M	Buy	+21,000	New	+$3.23M	0.64%	31
2020 Q4	–	Sell	-5,294	Closed	-$539K	–	527
2020 Q3	$539K	Sell	5,294 -5,788	-52%	-$589K	0.21%	166
2020 Q2	$1.09M	Buy	+11,082	New	+$1.09M	0.27%	120
2019 Q4	–	Sell	-8,300	Closed	-$978K	–	531
2019 Q3	$978K	Sell	8,300 -6,083	-42%	-$717K	0.32%	115
2019 Q2	$1.64M	Buy	14,383 +10,383	+260%	+$1.18M	0.93%	12
2019 Q1	$420K	Sell	4,000 -6,700	-63%	-$704K	0.15%	215
2018 Q4	$1.1M	Sell	10,700 -2,866	-21%	-$294K	0.98%	12
2018 Q3	$1.43M	Buy	13,566 +5,863	+76%	+$617K	0.96%	8
2018 Q2	$846K	Buy	+7,703	New	+$846K	0.78%	26
2018 Q1	–	Sell	-2,470	Closed	-$280K	–	407
2017 Q4	$280K	Buy	+2,470	New	+$280K	0.15%	237
2017 Q3	–	Sell	-5,100	Closed	-$466K	–	396
2017 Q2	$466K	Buy	+5,100	New	+$466K	0.26%	145
2017 Q1	–	Sell	-5,108	Closed	-$441K	–	382
2016 Q4	$441K	Sell	5,108 -6,476	-56%	-$559K	0.6%	61
2016 Q3	$771K	Buy	+11,584	New	+$771K	2.29%	8