Nalls Sherbakoff Group’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	$359K	Hold	2,108	–	–	0.32%	50
2023 Q3	$306K	Sell	2,108 -317	-13%	-$46K	0.3%	52
2023 Q2	$329K	Sell	2,425 -45	-2%	-$6.11K	0.32%	51
2023 Q1	$318K	Buy	+2,470	New	+$318K	0.32%	52
2018 Q4	$266K	Buy	+2,725	New	+$266K	0.43%	44