Capasso Planning Partners’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,099	Closed	-$222K	–	152
2024 Q2	$222K	Buy	1,099 +35	+3%	+$7.08K	0.07%	133
2024 Q1	$213K	Buy	+1,064	New	+$213K	0.09%	105