Brouwer & Janachowski’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$357K	Hold	2,182	–	–	0.06%	43
2021 Q2	$339K	Sell	2,182 -57	-3%	-$8.86K	0.06%	44
2021 Q1	$341K	Hold	2,239	–	–	0.06%	40
2020 Q4	$285K	Hold	2,239	–	–	0.05%	43
2020 Q3	$216K	Hold	2,239	–	–	0.04%	46
2020 Q2	$211K	Sell	2,239 -945	-30%	-$89.1K	0.04%	47
2020 Q1	$287K	Sell	3,184 -522	-14%	-$47.1K	0.06%	40
2019 Q4	$517K	Sell	3,706 -62	-2%	-$8.65K	0.09%	34
2019 Q3	$443K	Buy	3,768 +250	+7%	+$29.4K	0.08%	35
2019 Q2	$393K	Hold	3,518	–	–	0.07%	38
2019 Q1	$356K	Buy	3,518 +191	+6%	+$19.3K	0.06%	41
2018 Q4	$325K	Hold	3,327	–	–	0.06%	39
2018 Q3	$375K	Hold	3,327	–	–	0.07%	40
2018 Q2	$347K	Hold	3,327	–	–	0.07%	38
2018 Q1	$366K	Sell	3,327 -180	-5%	-$19.8K	0.07%	38
2017 Q4	$375K	Sell	3,507 -434	-11%	-$46.4K	0.07%	43
2017 Q3	$376K	Sell	3,941 -4,742	-55%	-$452K	0.07%	41
2017 Q2	$794K	Buy	8,683 +4,547	+110%	+$416K	0.16%	30
2017 Q1	$363K	Buy	4,136 +1,102	+36%	+$96.7K	0.08%	38
2016 Q4	$262K	Sell	3,034 -404	-12%	-$34.9K	0.06%	42
2016 Q3	$229K	Buy	+3,438	New	+$229K	0.06%	47
2016 Q1	–	Sell	-3,138	Closed	-$207K	–	50
2015 Q4	$207K	Sell	3,138 -2,343	-43%	-$155K	0.11%	38
2015 Q3	$334K	Hold	5,481	–	–	0.16%	40
2015 Q2	$372K	Buy	5,481 +1,823	+50%	+$124K	0.16%	39
2015 Q1	$222K	Sell	3,658 -1,764	-33%	-$107K	0.09%	43
2014 Q4	$339K	Sell	5,422 -198	-4%	-$12.4K	0.15%	41
2014 Q3	$338K	Hold	5,620	–	–	0.16%	40
2014 Q2	$324K	Buy	5,620 +8	+0.1%	+$461	0.16%	38
2014 Q1	$341K	Buy	+5,612	New	+$341K	0.17%	41