J.P. Morgan Chase & Company - club_index - bivio Investment Clubs

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J.P. Morgan Chase & Company (JPM)

Quantity Owned: 1.597878

Date	Exec.	Type ▲	Shares	Amount
09/01/2021	bivio	buy	0.0362	5.78
08/02/2021	bivio	buy	0.0033	0.50
07/01/2021	bivio	buy	1.2539	196.97
01/04/2021	bivio	buy	0.0325	4.09
12/01/2020	bivio	buy	0.0506	6.05
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
09/01/2026	bivio	sell, lot cost basis	(0.0627)	(10.15)
		sell, LTCG		12.12
07/01/2026	bivio	sell, lot cost basis	(0.0459)	(7.42)
		sell, LTCG		7.91
04/01/2026	bivio	sell, lot cost basis	(0.0100)	(1.62)
		sell, LTCG		1.33
03/02/2026	bivio	sell, lot cost basis	(0.0907)	(14.67)