Studio Investment 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	$6.17M	Sell	20,981 -188	-0.9%	-$57.1K	1.11%	22
2025 Q4	$6.82M	Sell	21,169 -370	-2%	-$115K	1.25%	18
2025 Q3	$6.79M	Sell	21,539 -377	-2%	-$112K	1.28%	17
2025 Q2	$6.35M	Sell	21,916 -329	-1%	-$84K	1.28%	18
2025 Q1	$5.46M	Sell	22,245 -679	-3%	-$173K	1.13%	20
2024 Q4	$5.5M	Sell	22,924 -417	-2%	-$97.1K	1.17%	21
2024 Q3	$4.92M	Sell	23,341 -677	-3%	-$143K	1.03%	24
2024 Q2	$4.86M	Buy	24,018 +661	+3%	+$129K	1.11%	24
2024 Q1	$4.68M	Sell	23,357 -1,300	-5%	-$235K	1.11%	23
2023 Q4	$4.19M	Buy	24,657 +680	+3%	+$103K	1.07%	28
2023 Q3	$3.48M	Buy	23,977 +1,206	+5%	+$181K	0.97%	31
2023 Q2	$3.31M	Buy	22,771 +480	+2%	+$66K	0.93%	29
2023 Q1	$2.9M	Sell	22,291 -814	-4%	-$112K	0.88%	33
2022 Q4	$3.1M	Sell	23,105 -213	-0.9%	-$27K	1%	32
2022 Q3	$2.44M	Buy	23,318 +2,683	+13%	+$308K	0.88%	32
2022 Q2	$2.32M	Buy	20,635 +323	+2%	+$40K	0.81%	36
2022 Q1	$2.77M	Buy	20,312 +664	+3%	+$98K	0.91%	32
2021 Q4	$3.11M	Sell	19,648 -1,000	-5%	-$164K	1.12%	25
2021 Q3	$3.38M	Buy	+20,648	New	+$3.24M	1.45%	22