SWA
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Safir Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Safir Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-400
Closed -$51K – 27
2020
Q4 		$51K Buy
+400
New +$51K 0.05% 34