Milestone Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$355K Hold
2023
Q2
$356K Sell
2023
Q1
$320K Buy
2022
Q4
$328K Hold
2022
Q3
$256K Hold
2022
Q2
$279K Sell
2022
Q1
$362K Buy