Summit Place Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,499	Closed	-$245K	–	104
2021 Q3	$245K	Buy	+1,499	New	+$245K	0.18%	97
2020 Q2	–	Sell	-10,535	Closed	-$948K	–	44
2020 Q1	$948K	Buy	+10,535	New	+$948K	2.02%	22