Milestone Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,308	Closed	-$480K	–	280
2023 Q3	$480K	Buy	+3,308	New	+$480K	0.14%	64
2023 Q2	–	Sell	-3,308	Closed	-$431K	–	277
2023 Q1	$431K	Buy	+3,308	New	+$431K	0.13%	64