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LongView Wealth Management’s JPMorgan Chase JPM Stock Holding History

LongView Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$745K Sell
2,276
-685
-23% -$213K 0.19% 104
2026
Q1 		$921K Sell
2,961
-22
-0.7% -$6.68K 0.23% 95
2025
Q4 		$968K Sell
2,983
-81
-3% -$25.1K 0.23% 87
2025
Q3 		$966K Sell
3,064
-15
-0.5% -$4.46K 0.26% 80
2025
Q2 		$893K Sell
3,079
-274
-8% -$69.9K 0.27% 81
2025
Q1 		$822K Sell
3,353
-225
-6% -$57.4K 0.25% 83
2024
Q4 		$858K Buy
3,578
+2
+0.1% +$466 0.26% 80
2024
Q3 		$754K Buy
3,576
+133
+4% +$28K 0.24% 81
2024
Q2 		$696K Sell
3,443
-112
-3% -$21.9K 0.26% 79
2024
Q1 		$712K Sell
3,555
-144
-4% -$26K 0.28% 76
2023
Q4 		$631K Buy
+3,699
New +$561K 0.28% 77

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LongView Wealth Management's JPM Position: Q2 2026 in Review

LongView Wealth Management reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $213K and leaving 2,276 shares worth $745K. The position accounts for 0.19% of the portfolio, ranked #104.

LongView Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $968K in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LongView Wealth Management held 2,276 shares of JPMorgan Chase worth $745K as of Q2 2026.
  • LongView Wealth Management sold 685 JPMorgan Chase shares in Q2 2026, an estimated $213K.
  • JPMorgan Chase made up 0.19% of LongView Wealth Management's portfolio in Q2 2026, its #104 holding.
  • LongView Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's JPMorgan Chase position peaked at $968K in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.