Sweet Financial Partners’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$651K	Sell	3,089 -152	-5%	-$32K	0.14%	110
2024 Q2	$656K	Sell	3,241 -136	-4%	-$26.6K	0.15%	104
2024 Q1	$676K	Sell	3,377 -1,252	-27%	-$226K	0.16%	103
2023 Q4	$787K	Sell	4,629 -65	-1%	-$9.85K	0.19%	86
2023 Q3	$681K	Sell	4,694 -118	-2%	-$17.7K	0.18%	82
2023 Q2	$700K	Sell	4,812 -58	-1%	-$7.98K	0.18%	82
2023 Q1	$635K	Sell	4,870 -260	-5%	-$35.6K	0.18%	89
2022 Q4	$688K	Buy	5,130 +764	+17%	+$96.8K	0.2%	74
2022 Q3	$456K	Sell	4,366 -3,520	-45%	-$404K	0.15%	97
2022 Q2	$888K	Buy	7,886 +2,308	+41%	+$286K	0.28%	54
2022 Q1	$760K	Buy	5,578 +3,412	+158%	+$504K	0.2%	64
2021 Q4	$343K	Buy	+2,166	New	+$356K	0.14%	97