BMS Financial Advisors’s JPMorgan Chase JPM Stock Holding History

BMS Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$653K	Sell
2023 Q1	$788K	Buy
2022 Q4	$805K	Sell
2022 Q3	$629K	Sell
2022 Q2	$697K	Buy
2022 Q1	$799K	Buy
2021 Q4	$890K	Buy