LWM
LongView Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Sell |
3,079
-274
| -8% | -$79.4K | 0.27% | 81 |
|
|
2025
Q1 | $822K | Sell |
3,353
-225
| -6% | -$55.2K | 0.25% | 83 |
|
|
2024
Q4 | $858K | Buy |
3,578
+2
| +0.1% | +$479 | 0.26% | 80 |
|
|
2024
Q3 | $754K | Buy |
3,576
+133
| +4% | +$28K | 0.24% | 81 |
|
|
2024
Q2 | $696K | Sell |
3,443
-112
| -3% | -$22.7K | 0.26% | 79 |
|
|
2024
Q1 | $712K | Sell |
3,555
-144
| -4% | -$28.8K | 0.28% | 76 |
|
|
2023
Q4 | $631K | Buy |
+3,699
| New | +$631K | 0.28% | 77 |
|