Milestone Wealth’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$195K	Hold	1,874	–	–	0.22%	48
2022 Q2	$211K	Buy	1,874 +1,500	+401%	+$169K	0.22%	49
2022 Q1	$59K	Hold	374	–	–	0.05%	115
2021 Q4	$59K	Buy	+374	New	+$59K	0.05%	115