Brentview Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.23M	Sell	24,924 -450	-2%	-$130K	3.65%	5
2025 Q1	$6.22M	Buy	25,374 +1,298	+5%	+$318K	3.31%	6
2024 Q4	$5.77M	Buy	+24,076	New	+$5.77M	3.28%	6