Elm Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$281K	Sell	2,058 -1,554	-43%	-$212K	0.38%	37
2021 Q4	$572K	Sell	3,612 -132	-4%	-$20.9K	0.32%	54
2021 Q3	$613K	Buy	3,744 +132	+4%	+$21.6K	0.37%	51
2021 Q2	$562K	Hold	3,612	–	–	0.33%	54
2021 Q1	$550K	Buy	3,612 +200	+6%	+$30.5K	0.34%	54
2020 Q4	$434K	Sell	3,412 -520	-13%	-$66.1K	0.26%	55
2020 Q3	$379K	Sell	3,932 -240	-6%	-$23.1K	0.26%	57
2020 Q2	$392K	Hold	4,172	–	–	0.28%	59
2020 Q1	$376K	Sell	4,172 -297	-7%	-$26.8K	0.31%	56
2019 Q4	$623K	Hold	4,469	–	–	0.39%	48
2019 Q3	$526K	Sell	4,469 -241	-5%	-$28.4K	0.36%	51
2019 Q2	$527K	Buy	4,710 +380	+9%	+$42.5K	0.36%	49
2019 Q1	$438K	Sell	4,330 -134	-3%	-$13.6K	0.31%	56
2018 Q4	$436K	Hold	4,464	–	–	0.35%	50
2018 Q3	$504K	Buy	4,464 +750	+20%	+$84.7K	0.34%	47
2018 Q2	$387K	Sell	3,714 -200	-5%	-$20.8K	0.3%	53
2018 Q1	$430K	Sell	3,914 -164	-4%	-$18K	0.33%	49
2017 Q4	$436K	Sell	4,078 -60	-1%	-$6.42K	0.33%	50
2017 Q3	$395K	Hold	4,138	–	–	0.31%	53
2017 Q2	$378K	Hold	4,138	–	–	0.31%	53
2017 Q1	$363K	Buy	4,138 +400	+11%	+$35.1K	0.3%	52
2016 Q4	$323K	Sell	3,738 -275	-7%	-$23.8K	0.29%	54
2016 Q3	$267K	Buy	4,013 +20	+0.5%	+$1.33K	0.25%	64
2016 Q2	$248K	Buy	+3,993	New	+$248K	0.24%	67
2015 Q3	–	Sell	-3,180	Closed	-$215K	–	69
2015 Q2	$215K	Buy	+3,180	New	+$215K	0.2%	65
2015 Q1	–	Sell	-3,246	Closed	-$203K	–	75
2014 Q4	$203K	Buy	+3,246	New	+$203K	0.19%	71