Ellenbecker Investment Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,907
Closed -$210K 50
2018
Q1
$210K Sell
1,907
-371
-16% -$40.9K 0.17% 46
2017
Q4
$244K Buy
+2,278
New +$244K 0.2% 41