Weinberger Asset 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	$1.5M	Sell	5,090 -8	-0.2%	-$2.43K	0.56%	36
2025 Q4	$1.64M	Buy	5,098 +12	+0.2%	+$3.71K	0.59%	36
2025 Q3	$1.6M	Buy	5,086 +22	+0.4%	+$6.54K	0.58%	37
2025 Q2	$1.47M	Buy	5,064 +248	+5%	+$63.3K	0.57%	37
2025 Q1	$1.18M	Sell	4,816 -21	-0.4%	-$5.35K	0.51%	38
2024 Q4	$1.16M	Sell	4,837 -2	-0%	-$466	0.48%	38
2024 Q3	$1.02M	Buy	4,839 +46	+1%	+$9.69K	0.43%	41
2024 Q2	$969K	Buy	4,793 +42	+0.9%	+$8.21K	0.46%	41
2024 Q1	$952K	Sell	4,751 -25	-0.5%	-$4.51K	0.46%	40
2023 Q4	$812K	Buy	4,776 +76	+2%	+$11.5K	0.42%	43
2023 Q3	$682K	Sell	4,700 -1	-0%	-$150	0.39%	46
2023 Q2	$684K	Buy	4,701 +306	+7%	+$42.1K	0.38%	46
2023 Q1	$573K	Buy	4,395 +219	+5%	+$30K	0.33%	49
2022 Q4	$560K	Sell	4,176 -126	-3%	-$16K	0.34%	46
2022 Q3	$450K	Hold	4,302	–	–	0.31%	48
2022 Q2	$484K	Buy	+4,302	New	+$533K	0.32%	46