Essex Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,436	Closed	-$235K	–	66
2021 Q3	$235K	Buy	1,436 +82	+6%	+$13.4K	0.21%	62
2021 Q2	$211K	Hold	1,354	–	–	0.19%	62
2021 Q1	$206K	Buy	+1,354	New	+$206K	0.2%	64