Retirement Design & Management’s JPMorgan Chase JPM Stock Holding History

Retirement Design & Management’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell
2016 Q2	$962K	Buy
2016 Q1	$723K	Sell
2015 Q4	$817K	Buy
2015 Q3	$654K	Buy
2015 Q2	$686K	Buy
2015 Q1	$447K	Sell
2014 Q4	$3.1M	Buy