Heartwood 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
2016 Q3	–	Sell	-25,956	Closed	-$1.61M	–	17
2016 Q2	$1.61M	Buy	+25,956	New	+$1.61M	2.37%	5