Sentinel Pension Advisors’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	$231K	Buy	+798	New	+$231K	0.04%	110
2024 Q3	–	Sell	-1,140	Closed	-$231K	–	113
2024 Q2	$231K	Sell	1,140 -44	-4%	-$8.9K	0.05%	99
2024 Q1	$237K	Buy	1,184 +1	+0.1%	+$200	0.05%	92
2023 Q4	$201K	Buy	+1,183	New	+$201K	0.05%	97