MorganRosel Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-7,346
Closed -$744K 75
2019
Q1
$744K Buy
7,346
+1,332
+22% +$135K 0.63% 44
2018
Q4
$587K Buy
+6,014
New +$587K 0.61% 41