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Treybourne Wealth Planners’s JPMorgan Chase JPM Stock Holding History

Treybourne Wealth Planners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$273K Buy
1,756
+250
+17% +$38.9K 0.17% 39
2021
Q1 		$229K Buy
+1,506
New +$229K 0.16% 39