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 J.P. Morgan Chase & Company (JPM)
Quantity Owned: 1.519701
Date Exec. Type Remark Shares Amount
09/01/2020 bivio buy 1.2676 126.94
02/01/2019 bivio buy 1.0174 105.68
12/03/2018 bivio buy 1.0922 122.58
09/02/2025 bivio sell, lot cost basis (0.0128) (2.07)
sell, LTCG   1.76
08/01/2025 bivio sell, lot cost basis (0.0046) (0.74)
sell, LTCG   0.58
06/02/2025 bivio sell, lot cost basis (0.0713) (11.53)
sell, LTCG   7.34
05/01/2025 bivio sell, lot cost basis (0.0577) (9.34)
sell, LTCG   4.91
03/03/2025 bivio sell, lot cost basis (0.0472) (7.64)
sell, LTCG   4.67
11/01/2024 bivio sell, lot cost basis (0.0739) (11.95)
sell, LTCG   4.53