Wipfli Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$4.77M	Buy	+45,616	New	+$4.77M	0.34%	36
2022 Q2	–	Sell	-2,050	Closed	-$279K	–	94
2022 Q1	$279K	Buy	+2,050	New	+$279K	0.03%	83