Watts Gwilliam & Co’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$4.15M	Buy	16,925 +519	+3%	+$127K	0.9%	28
2024 Q4	$3.99M	Sell	16,406 -1,064	-6%	-$259K	0.84%	26
2024 Q3	$3.68M	Buy	+17,470	New	+$3.68M	0.8%	26
2024 Q1	$2.94M	Buy	+14,570	New	+$2.94M	0.91%	25