Strait & Sound 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	$2.67M	Buy	9,081 +29	+0.3%	+$8.8K	1.02%	23
2025 Q4	$2.92M	Buy	9,052 +145	+2%	+$44.9K	1.09%	20
2025 Q3	$2.81M	Buy	8,907 +17	+0.2%	+$5.06K	1.08%	21
2025 Q2	$2.58M	Sell	8,890 -562	-6%	-$143K	1.09%	20
2025 Q1	$2.32M	Buy	9,452 +217	+2%	+$55.3K	1.08%	20
2024 Q4	$2.21M	Sell	9,235 -22	-0.2%	-$5.12K	1.03%	18
2024 Q3	$1.95M	Sell	9,257 -477	-5%	-$100K	0.95%	18
2024 Q2	$1.97M	Sell	9,734 -260	-3%	-$50.8K	1%	18
2024 Q1	$1.95M	Sell	9,994 -2	-0%	-$361	1.09%	18
2023 Q4	$1.67M	Sell	9,996 -118	-1%	-$17.9K	1.04%	17
2023 Q3	$1.47M	Buy	10,114 +2,912	+40%	+$437K	1.26%	16
2023 Q2	$1.05M	Sell	7,202 -429	-6%	-$59K	1.04%	22
2023 Q1	$994K	Buy	7,631 +35	+0.5%	+$4.8K	0.99%	21
2022 Q4	$1.07M	Buy	+7,596	New	+$962K	1.17%	20