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Sound View Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Sound View Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$4.79M Sell
47,355
-1,554
-3% -$157K 1.5% 13
2018
Q4 		$4.77M Buy
+48,909
New +$4.77M 1.73% 11