H&H Retirement Design & Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,609	Closed	-$386K	–	66
2023 Q3	$386K	Buy	+2,609	New	+$386K	0.27%	41