Turn8 Private Wealth’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	$3.94M	Sell	13,543 -1,075	-7%	-$312K	2.84%	14
2025 Q1	$3.59M	Sell	14,618 -72	-0.5%	-$17.7K	2.8%	8
2024 Q4	$3.52M	Buy	+14,690	New	+$3.52M	2.51%	17