Shakespeare 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	$1.73M	Buy	5,872 +74	+1%	+$22.5K	0.41%	27
2025 Q4	$1.87M	Hold	5,798	–	–	0.41%	25
2025 Q3	$1.83M	Buy	5,798 +23	+0.4%	+$6.84K	0.42%	25
2025 Q2	$1.67M	Sell	5,775 -54	-0.9%	-$13.8K	0.45%	24
2025 Q1	$1.43M	Sell	5,829 -378	-6%	-$96.4K	0.38%	30
2024 Q4	$1.49M	Buy	6,207 +75	+1%	+$17.5K	0.4%	32
2024 Q3	$1.29M	Sell	6,132 -89	-1%	-$18.7K	0.34%	34
2024 Q2	$1.26M	Buy	6,221 +11	+0.2%	+$2.15K	0.36%	32
2024 Q1	$1.24M	Hold	6,210	–	–	0.36%	32
2023 Q4	$1.06M	Hold	6,210	–	–	0.33%	33
2023 Q3	$901K	Hold	6,210	–	–	0.32%	34
2023 Q2	$903K	Buy	6,210 +115	+2%	+$15.8K	0.31%	35
2023 Q1	$794K	Hold	6,095	–	–	0.28%	35
2022 Q4	$817K	Sell	6,095 -1,601	-21%	-$203K	0.3%	38
2022 Q3	$804K	Buy	+7,696	New	+$883K	0.34%	36