Provence Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.65M	Buy	9,699 +1,585	+20%	+$270K	0.89%	29
2023 Q3	$1.18M	Buy	8,114 +113	+1%	+$16.4K	0.72%	34
2023 Q2	$1.16M	Buy	8,001 +397	+5%	+$57.7K	0.68%	31
2023 Q1	$991K	Buy	7,604 +1,929	+34%	+$251K	0.66%	32
2022 Q4	$761K	Buy	+5,675	New	+$761K	0.62%	34