Strong Tower Advisory Services’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 Q2	$4.19M	Buy	12,801 +397	+3%	+$123K	0.75%	35
2026 Q1	$3.65M	Buy	12,404 +97	+0.8%	+$29.4K	0.69%	49
2025 Q4	$3.97M	Buy	12,307 +322	+3%	+$99.7K	0.71%	37
2025 Q3	$3.78M	Sell	11,985 -199	-2%	-$59.2K	0.72%	38
2025 Q2	$3.53M	Buy	12,184 +504	+4%	+$129K	0.7%	33
2025 Q1	$2.5M	Buy	11,680 +1,120	+11%	+$286K	0.62%	47
2024 Q4	$2.53M	Buy	10,560 +356	+3%	+$82.9K	0.66%	32
2024 Q3	$2.15M	Buy	10,204 +1,409	+16%	+$297K	0.6%	42
2024 Q2	$1.78M	Buy	8,795 +2,247	+34%	+$439K	0.58%	38
2024 Q1	$1.3M	Buy	6,548 +601	+10%	+$108K	0.52%	44
2023 Q4	$1.01M	Buy	5,947 +226	+4%	+$34.2K	0.45%	52
2023 Q3	$830K	Buy	5,721 +47	+0.8%	+$7.04K	0.42%	55
2023 Q2	$825K	Buy	5,674 +294	+5%	+$40.4K	0.39%	60
2023 Q1	$701K	Buy	5,380 +231	+4%	+$31.6K	0.37%	67
2022 Q4	$691K	Buy	5,149 +36	+0.7%	+$4.56K	0.41%	63
2022 Q3	$534K	Buy	5,113 +123	+2%	+$14.1K	0.32%	74
2022 Q2	$562K	Buy	4,990 +341	+7%	+$42.2K	0.3%	81
2022 Q1	$634K	Buy	4,649 +692	+17%	+$102K	0.32%	77
2021 Q4	$627K	Buy	3,957 +79	+2%	+$13K	0.33%	69
2021 Q3	$624K	Buy	+3,878	New	+$608K	0.36%	65

Other funds holding JPM