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 J.P. Morgan Chase & Company (JPM)
Quantity Owned: 1.519701
Date Exec. Type Remark Shares Amount
12/02/2024 bivio buy 0.0828 20.39
01/02/2025 bivio buy 0.0556 13.33
02/03/2025 bivio buy 0.0065 1.73
03/03/2025 bivio sell, lot cost basis (0.0472) (7.64)
sell, LTCG   4.67
04/01/2025 bivio buy 0.1095 26.68
05/01/2025 bivio sell, lot cost basis (0.0577) (9.34)
sell, LTCG   4.91
06/02/2025 bivio sell, lot cost basis (0.0713) (11.53)
sell, LTCG   7.34
07/01/2025 bivio buy 0.0769 22.34
08/01/2025 bivio sell, lot cost basis (0.0046) (0.74)
sell, LTCG   0.58
09/02/2025 bivio sell, lot cost basis (0.0128) (2.07)
sell, LTCG   1.76