OPWM
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Oak Point Wealth Management’s JPMorgan Chase JPM Stock Holding History

Oak Point Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-44
Closed -$4K – 227
2017
Q4 		$4K Buy
+44
New +$4K ﹤0.01% 183