Northeast Financial Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10,579	Closed	-$1.65M	–	50
2021 Q2	$1.65M	Sell	10,579 -1,887	-15%	-$293K	1.07%	23
2021 Q1	$1.9M	Buy	12,466 +5,866	+89%	+$893K	1.26%	20
2020 Q4	$839K	Buy	+6,600	New	+$839K	0.64%	26