Vahanian & Associates Financial Planning’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,583	Closed	-$212K	–	78
2022 Q4	$212K	Buy	+1,583	New	+$212K	0.69%	49
2022 Q1	–	Sell	-4,327	Closed	-$685K	–	110
2021 Q4	$685K	Buy	+4,327	New	+$685K	0.55%	44