Twelve Points Wealth 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	$4.54M	Buy	15,428 +608	+4%	+$185K	1%	19
2025 Q4	$4.88M	Sell	14,820 -245	-2%	-$75.9K	1.1%	19
2025 Q3	$4.75M	Sell	15,065 -15	-0.1%	-$4.46K	1.18%	17
2025 Q2	$4.37M	Buy	15,080 +45	+0.3%	+$11.5K	1.18%	15
2025 Q1	$3.69M	Sell	15,035 -701	-4%	-$179K	1%	18
2024 Q4	$3.77M	Sell	15,736 -365	-2%	-$85K	1.08%	17
2024 Q3	$3.4M	Sell	16,101 -9	-0.1%	-$1.9K	1.07%	17
2024 Q2	$3.26M	Buy	16,110 +75	+0.5%	+$14.7K	1.15%	15
2024 Q1	$3.21M	Sell	16,035 -212	-1%	-$38.3K	1.18%	14
2023 Q4	$2.76M	Sell	16,247 -1,364	-8%	-$207K	1.31%	13
2023 Q3	$2.55M	Buy	17,611 +196	+1%	+$29.4K	1.27%	15
2023 Q2	$2.53M	Sell	17,415 -699	-4%	-$96.1K	1.35%	15
2023 Q1	$2.36M	Buy	18,114 +358	+2%	+$49.1K	1.35%	14
2022 Q4	$2.38M	Buy	17,756 +417	+2%	+$52.8K	1.62%	12
2022 Q3	$1.81M	Sell	17,339 -53	-0.3%	-$6.08K	1.41%	12
2022 Q2	$1.96M	Sell	17,392 -42	-0.2%	-$5.2K	1.51%	10
2022 Q1	$2.38M	Sell	17,434 -452	-3%	-$66.7K	1.78%	8
2021 Q4	$2.83M	Buy	+17,886	New	+$2.94M	2.29%	3