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 J.P. Morgan Chase & Company (JPM)
Quantity Owned: 1.493516
Date Exec. Type Remark Shares Amount
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
03/02/2026 bivio sell, lot cost basis (0.0907) (14.67)
sell, LTCG   12.33
12/01/2025 bivio sell, lot cost basis (0.0068) (1.10)
sell, LTCG   1.01
10/01/2025 bivio sell, lot cost basis (0.0549) (8.88)
sell, LTCG   8.18
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)