DHGWA
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Dixon Hughes Goodman Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$1.35M Buy
9,919
+8,394
+550% +$1.14M 0.39% 43
2021
Q4
$242K Buy
+1,525
New +$242K 0.08% 133