Lloyd Park’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,630	Closed	-$495K	–	86
2022 Q1	$495K	Sell	3,630 -3,844	-51%	-$524K	0.55%	47
2021 Q4	$1.18M	Buy	+7,474	New	+$1.18M	0.66%	33