Novak Financial Planning’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	$500K	Buy	3,216 +13	+0.4%	+$2.02K	0.24%	86
2021 Q1	$488K	Buy	3,203 +11	+0.3%	+$1.68K	0.27%	83
2020 Q4	$406K	Buy	+3,192	New	+$406K	0.24%	86