Hefty Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Hefty Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$25K	Hold
2017 Q4	$24K	Hold
2017 Q3	$22K	Hold
2017 Q2	$20K	Hold
2017 Q1	$20K	Sell
2016 Q4	$56K	Sell
2016 Q3	$1.18M	Buy
2016 Q2	$40K	Buy
2016 Q1	$32K	Sell
2015 Q4	$1.53M	Buy