Waypoint Wealth Partners’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	$586K	Buy	+2,021	New	+$586K	0.14%	43
2025 Q1	–	Sell	-1,461	Closed	-$350K	–	72
2024 Q4	$350K	Hold	1,461	–	–	0.1%	54
2024 Q3	$308K	Sell	1,461 -1,610	-52%	-$339K	0.08%	58
2024 Q2	$621K	Buy	+3,071	New	+$621K	0.18%	31