Clearview Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$941K	Sell	2,921 -115	-4%	-$35.6K	0.6%	37
2025 Q3	$958K	Sell	3,036 -67	-2%	-$19.9K	0.61%	38
2025 Q2	$900K	Buy	3,103 +1	+0%	+$255	0.63%	38
2025 Q1	$761K	Sell	3,102 -754	-20%	-$192K	0.57%	37
2024 Q4	$924K	Sell	3,856 -32	-0.8%	-$7.45K	0.7%	33
2024 Q3	$820K	Sell	3,888 -189	-5%	-$39.8K	0.63%	33
2024 Q2	$825K	Sell	4,077 -180	-4%	-$35.2K	0.72%	32
2024 Q1	$853K	Sell	4,257 -1,192	-22%	-$215K	0.87%	27
2023 Q4	$927K	Sell	5,449 -6	-0.1%	-$909	1.08%	28
2023 Q3	$791K	Sell	5,455 -211	-4%	-$31.6K	0.98%	33
2023 Q2	$824K	Sell	5,666 -197	-3%	-$27.1K	0.84%	32
2023 Q1	$764K	Sell	5,863 -2,253	-28%	-$309K	0.77%	33
2022 Q4	$1.09M	Sell	8,116 -19	-0.2%	-$2.41K	0.84%	25
2022 Q3	$850K	Buy	8,135 +115	+1%	+$13.2K	0.67%	25
2022 Q2	$903K	Buy	8,020 +99	+1%	+$12.3K	0.68%	26
2022 Q1	$1.08M	Sell	7,921 -322	-4%	-$47.5K	0.71%	25
2021 Q4	$1.3M	Buy	8,243 +406	+5%	+$66.7K	0.8%	27
2021 Q3	$1.28M	Buy	7,837 +195	+3%	+$30.6K	0.81%	28
2021 Q2	$1.19M	Buy	7,642 +360	+5%	+$56.5K	0.73%	33
2021 Q1	$1.11M	Buy	7,282 +849	+13%	+$122K	0.72%	33
2020 Q4	$817K	Buy	+6,433	New	+$719K	0.55%	40