Epstein & White Financial’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	-1,700	Closed	-$261K	–	97
2021 Q1	$261K	Buy	+1,700	New	+$261K	0.08%	64
2019 Q4	–	Sell	-7,501	Closed	-$884K	–	79
2019 Q3	$884K	Buy	7,501 +2,283	+44%	+$269K	0.43%	26
2019 Q2	$575K	Buy	+5,218	New	+$575K	0.31%	38