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GoalVest Cuts Stake in JPMorgan Chase Amid Market Volatility

Guavy AI Editorial Team
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JPM
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GoalVest Advisory LLC has reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 32.6% during the second quarter, according to a recent SEC filing.

The fund owned approximately 0.6% of GoalVest's holdings, making it the company's 23rd largest holding, with a value of $3,161,000 as of its most recent filing.

Other institutional investors have also made adjustments to their stakes in JPMorgan Chase & Co., including Aletheian Wealth Advisors LLC, Everhart Financial Group Inc., Sax Wealth Advisors LLC, and Everpar Advisors LLC, among others.

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