Surience Private Wealth’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18,423	Closed	-$2.68M	–	28
2023 Q2	$2.68M	Buy	+18,423	New	+$2.68M	3.84%	8