Tuttle Capital 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	$703K	Hold	2,391	–	–	1.16%	29
2025 Q4	$770K	Sell	2,391 -203	-8%	-$62.9K	1.7%	14
2025 Q3	$818K	Hold	2,594	–	–	3.1%	5
2025 Q2	$752K	Buy	2,594 +336	+15%	+$85.7K	3.11%	4
2025 Q1	$554K	Buy	2,258 +262	+13%	+$66.8K	2.43%	12
2024 Q4	$478K	Buy	1,996 +512	+35%	+$119K	2.46%	7
2024 Q3	$313K	Buy	1,484 +192	+15%	+$40.4K	1.7%	35
2024 Q2	$262K	Buy	+1,292	New	+$253K	1.57%	28
2021 Q4	–	Sell	-3,026	Closed	-$495K	–	124
2021 Q3	$495K	Buy	3,026 +1,380	+84%	+$216K	0.57%	63
2021 Q2	$256K	Sell	1,646 -4,054	-71%	-$637K	0.11%	224
2021 Q1	$868K	Buy	+5,700	New	+$820K	0.34%	71
2019 Q2	–	Sell	-4,447	Closed	-$450K	–	140
2019 Q1	$450K	Sell	4,447 -35,922	-89%	-$3.7M	0.09%	151
2018 Q4	$3.94M	Buy	40,369 +23,207	+135%	+$2.47M	1.49%	24
2018 Q3	$1.94M	Buy	17,162 +12,621	+278%	+$1.43M	0.37%	73
2018 Q2	$473K	Buy	+4,541	New	+$498K	0.32%	71