Kaizen Advisory’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$884K Buy
2018
Q3
$946K Hold
2018
Q2
$873K Buy
2018
Q1
$370K Sell
2017
Q4
$1.54M Buy