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Nauset Wealth Management’s JPMorgan Chase JPM Stock Holding History

Nauset Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$275K Buy
2,015
+563
+39% +$76.8K 0.22% 52
2021
Q4 		$230K Buy
+1,452
New +$230K 0.22% 54