Sendero Wealth Management’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	$1.71M	Buy	5,814 +96	+2%	+$29.1K	0.19%	74
2025 Q4	$1.84M	Buy	5,718 +84	+1%	+$26K	0.2%	71
2025 Q3	$1.78M	Sell	5,634 -25	-0.4%	-$7.43K	0.21%	72
2025 Q2	$1.64M	Buy	5,659 +57	+1%	+$14.5K	0.2%	74
2025 Q1	$1.37M	Sell	5,602 -117	-2%	-$29.8K	0.19%	74
2024 Q4	$1.37M	Hold	5,719	–	–	0.2%	72
2024 Q3	$1.21M	Hold	5,719	–	–	0.19%	69
2024 Q2	$1.16M	Sell	5,719 -549	-9%	-$107K	0.19%	70
2024 Q1	$1.26M	Buy	6,268 +457	+8%	+$82.5K	0.22%	68
2023 Q4	$988K	Buy	5,811 +62	+1%	+$9.4K	0.19%	78
2023 Q3	$834K	Hold	5,749	–	–	0.18%	80
2023 Q2	$836K	Buy	+5,749	New	+$791K	0.18%	87
2022 Q3	–	Sell	-2,921	Closed	-$329K	–	105
2022 Q2	$329K	Sell	2,921 -805	-22%	-$99.7K	0.32%	72
2022 Q1	$508K	Sell	3,726 -85,240	-96%	-$12.6M	0.23%	50
2021 Q4	$714K	Buy	+88,966	New	+$14.6M	0.32%	42