Naples Money Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$295K	Buy	1,400 +20	+1%	+$4.22K	0.25%	43
2024 Q2	$284K	Hold	1,380	–	–	0.24%	41
2024 Q1	$277K	Sell	1,380 -13,500	-91%	-$2.7M	0.28%	43
2023 Q4	$2.53M	Buy	+14,880	New	+$2.53M	2.37%	14