Strategic Family Wealth Counselors’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	$1.49M	Sell	5,068 -3,622	-42%	-$1.1M	0.39%	55
2025 Q4	$2.63M	Buy	8,690 +3,038	+54%	+$941K	0.59%	44
2025 Q3	$1.78M	Sell	5,652 -1	-0%	-$297	0.46%	50
2025 Q2	$1.64M	Buy	5,653 +61	+1%	+$15.6K	0.47%	50
2025 Q1	$1.37M	Buy	5,592 +219	+4%	+$55.8K	0.45%	51
2024 Q4	$1.29M	Buy	5,373 +529	+11%	+$123K	0.42%	53
2024 Q3	$1.02M	Buy	4,844 +1,241	+34%	+$261K	0.36%	54
2024 Q2	$729K	Buy	3,603 +47	+1%	+$9.19K	0.28%	58
2024 Q1	$712K	Buy	3,556 +10	+0.3%	+$1.8K	0.28%	55
2023 Q4	$603K	Buy	3,546 +11	+0.3%	+$1.67K	0.25%	58
2023 Q3	$513K	Sell	3,535 -15	-0.4%	-$2.25K	0.25%	55
2023 Q2	$516K	Buy	3,550 +624	+21%	+$85.8K	0.24%	55
2023 Q1	$381K	Buy	2,926 +11	+0.4%	+$1.51K	0.18%	64
2022 Q4	$391K	Buy	2,915 +110	+4%	+$13.9K	0.19%	65
2022 Q3	$293K	Buy	2,805 +120	+4%	+$13.8K	0.14%	67
2022 Q2	$302K	Buy	2,685 +85	+3%	+$10.5K	0.14%	66
2022 Q1	$354K	Hold	2,600	–	–	0.14%	70
2021 Q4	$412K	Hold	2,600	–	–	0.13%	68
2021 Q3	$426K	Buy	2,600 +1,000	+63%	+$157K	0.15%	57
2021 Q2	$249K	Hold	1,600	–	–	0.08%	72
2021 Q1	$244K	Buy	+1,600	New	+$230K	0.09%	72
2020 Q3	–	Sell	-2,126	Closed	-$200K	–	79
2020 Q2	$200K	Buy	+2,126	New	+$202K	0.13%	74
2020 Q1	–	Sell	-2,260	Closed	-$315K	–	81
2019 Q4	$315K	Buy	2,260 +5	+0.2%	+$641	0.25%	49
2019 Q3	$265K	Buy	2,255 +5	+0.2%	+$566	0.2%	55
2019 Q2	$251K	Buy	2,250 +6	+0.3%	+$662	0.19%	56
2019 Q1	$227K	Buy	2,244 +6	+0.3%	+$618	0.18%	57
2018 Q4	$219K	Buy	+2,238	New	+$238K	0.25%	55