Steele Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,421	Closed	-$1.7M	–	115
2024 Q2	$1.7M	Buy	8,421 +139	+2%	+$28.1K	0.1%	54
2024 Q1	$1.66M	Sell	8,282 -478	-5%	-$95.7K	0.1%	55
2023 Q4	$1.49M	Buy	+8,760	New	+$1.49M	0.1%	56