WealthTrak Capital Management’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	$193K	Buy	666 +72	+12%	+$20.9K	0.16%	72
2025 Q1	$146K	Buy	594 +27	+5%	+$6.62K	0.13%	74
2024 Q4	$136K	Buy	+567	New	+$136K	0.11%	77