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
Q2 | $900K | Buy |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $924K | Sell |
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|
2024
Q3 | $820K | Sell |
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|
2024
Q2 | $825K | Sell |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $927K | Sell |
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|
2023
Q3 | $791K | Sell |
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|
2023
Q2 | $824K | Sell |
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|
2023
Q1 | $764K | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $850K | Buy |
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|
2022
Q2 | $903K | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $817K | Buy |
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