Willow Street Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
$3.56M Buy
60,900
+2,000
+3% +$117K 1.99% 11
2013
Q3
$3.05M Buy
58,900
+5,725
+11% +$296K 1.88% 13
2013
Q2
$3.31M Buy
+53,175
New +$3.31M 2.13% 7