Heritage Oak 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 Q4	–	Sell	-1,059	Closed	-$223K	–	133
2024 Q3	$223K	Buy	+1,059	New	+$223K	0.1%	133