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
2025 Q3	$966K	Sell
2025 Q2	$893K	Sell
2025 Q1	$822K	Sell
2024 Q4	$858K	Buy
2024 Q3	$754K	Buy
2024 Q2	$696K	Sell
2024 Q1	$712K	Sell
2023 Q4	$631K	Buy