Thurston Springer Miller Herd & Titak’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	$6.07M	Sell	20,930 -4,635	-18%	-$1.34M	0.78%	17
2025 Q1	$6.27M	Buy	25,565 +14,182	+125%	+$3.48M	1.05%	11
2024 Q4	$2.73M	Buy	11,383 +3,033	+36%	+$727K	0.55%	37
2024 Q3	$1.76M	Buy	8,350 +1,366	+20%	+$288K	0.49%	47
2024 Q2	$1.41M	Buy	+6,984	New	+$1.41M	0.44%	53