FRG Family Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-415	Closed	-$79.6K	–	253
2024 Q1	$79.6K	Buy	+415	New	+$79.6K	0.02%	177
2018 Q3	–	Sell	-2,040	Closed	-$213K	–	147
2018 Q2	$213K	Hold	2,040	–	–	0.06%	144
2018 Q1	$224K	Buy	+2,040	New	+$224K	0.07%	140