Castellan Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,243	Closed	-$1.71M	–	77
2021 Q1	$1.71M	Hold	11,243	–	–	0.91%	26
2020 Q4	$1.43M	Buy	+11,243	New	+$1.43M	1.54%	17