Stonebridge Financial Group’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	$7.81M	Sell	26,941 -562	-2%	-$163K	0.76%	34
2025 Q1	$6.75M	Buy	27,503 +23,239	+545%	+$5.7M	0.72%	33
2024 Q4	$1.02M	Buy	+4,264	New	+$1.02M	0.11%	109