Investment Management of Virginia’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.2M | Buy |
55,268
+869
| +2% | +$119K | 1.37% | 18 |
|
|
2022
Q4 | $7.29M | Sell |
54,399
-168
| -0.3% | -$21.3K | 1.43% | 15 |
|
|
2022
Q3 | $5.7M | Buy |
54,567
+831
| +2% | +$95.4K | 1.23% | 21 |
|
|
2022
Q2 | $6.05M | Buy |
53,736
+460
| +0.9% | +$57K | 1.25% | 24 |
|
|
2022
Q1 | $7.26M | Buy |
53,276
+1,436
| +3% | +$212K | 1.28% | 19 |
|
|
2021
Q4 | $8.21M | Sell |
51,840
-815
| -2% | -$134K | 1.32% | 19 |
|
|
2021
Q3 | $8.62M | Buy |
52,655
+1,226
| +2% | +$192K | 1.66% | 17 |
|
|
2021
Q2 | $8M | Sell |
51,429
-225
| -0.4% | -$35.3K | 1.54% | 17 |
|
|
2021
Q1 | $7.86M | Sell |
51,654
-233
| -0.4% | -$33.5K | 1.58% | 16 |
|
|
2020
Q4 | $6.59M | Buy |
51,887
+39
| +0.1% | +$4.36K | 1.43% | 19 |
|
|
2020
Q3 | $4.99M | Sell |
51,848
-2,342
| -4% | -$230K | 1.24% | 21 |
|
|
2020
Q2 | $5.1M | Buy |
54,190
+18,213
| +51% | +$1.73M | 1.27% | 21 |
|
|
2020
Q1 | $3.24M | Sell |
35,977
-3,879
| -10% | -$471K | 0.98% | 31 |
|
|
2019
Q4 | $5.56M | Sell |
39,856
-840
| -2% | -$108K | 1.27% | 23 |
|
|
2019
Q3 | $4.79M | Buy |
40,696
+565
| +1% | +$63.9K | 1.18% | 23 |
|
|
2019
Q2 | $4.49M | Sell |
40,131
-39,155
| -49% | -$4.32M | 1.07% | 26 |
|
|
2019
Q1 | $8.03M | Buy |
79,286
+41,954
| +112% | +$4.32M | 0.95% | 32 |
|
|
2018
Q4 | $3.64M | Buy |
37,332
+422
| +1% | +$45K | 0.95% | 32 |
|
|
2018
Q3 | $4.17M | Buy |
36,910
+453
| +1% | +$51.4K | 0.88% | 32 |
|
|
2018
Q2 | $3.8M | Buy |
36,457
+810
| +2% | +$88.9K | 0.84% | 35 |
|
|
2018
Q1 | $3.92M | Sell |
35,647
-621
| -2% | -$70.3K | 0.91% | 33 |
|
|
2017
Q4 | $3.88M | Sell |
36,268
-548
| -1% | -$55.5K | 0.92% | 35 |
|
|
2017
Q3 | $3.52M | Sell |
36,816
-1,996
| -5% | -$184K | 0.83% | 37 |
|
|
2017
Q2 | $3.55M | Buy |
38,812
+371
| +1% | +$32K | 0.85% | 35 |
|
|
2017
Q1 | $3.38M | Sell |
38,441
-4,375
| -10% | -$386K | 0.83% | 40 |
|
|
2016
Q4 | $3.69M | Sell |
42,816
-2,485
| -5% | -$189K | 0.88% | 38 |
|
|
2016
Q3 | $3.02M | Sell |
45,301
-175
| -0.4% | -$11.4K | 0.74% | 45 |
|
|
2016
Q2 | $2.83M | Buy |
45,476
+1,195
| +3% | +$74.6K | 0.72% | 51 |
|
|
2016
Q1 | $2.62M | Buy |
44,281
+925
| +2% | +$54K | 0.69% | 51 |
|
|
2015
Q4 | $2.86M | Sell |
43,356
-305
| -0.7% | -$19.9K | 0.76% | 46 |
|
|
2015
Q3 | $2.66M | Sell |
43,661
-521
| -1% | -$34.1K | 0.7% | 48 |
|
|
2015
Q2 | $2.99M | Sell |
44,182
-7,073
| -14% | -$462K | 0.69% | 45 |
|
|
2015
Q1 | $3.1M | Sell |
51,255
-170
| -0.3% | -$10.1K | 0.71% | 46 |
|
|
2014
Q4 | $3.22M | Buy |
51,425
+305
| +0.6% | +$18.4K | 0.67% | 51 |
|
|
2014
Q3 | $3.08M | Sell |
51,120
-900
| -2% | -$52.6K | 0.55% | 53 |
|
|
2014
Q2 | $3M | Sell |
52,020
-175
| -0.3% | -$9.84K | 0.48% | 68 |
|
|
2014
Q1 | $3.17M | Sell |
52,195
-840
| -2% | -$48.5K | 0.52% | 61 |
|
|
2013
Q4 | $3.1M | Sell |
53,035
-1,555
| -3% | -$85.2K | 0.51% | 62 |
|
|
2013
Q3 | $2.82M | Sell |
54,590
-1,300
| -2% | -$69.7K | 0.54% | 53 |
|
|
2013
Q2 | $2.95M | Buy |
+55,890
| New | +$2.84M | 0.65% | 43 |
|
Other funds holding JPM
Investment Management of Virginia's JPM Position: Q1 2023 in Review
Investment Management of Virginia increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2023, buying an estimated $119K and bringing the position to 55,268 shares worth $7.2M. The position accounts for 1.37% of the portfolio, ranked #18.
Investment Management of Virginia first reported a position in JPM in Q2 2013 and has held it in 40 quarters since. The position peaked at $8.62M in Q3 2021. 3,603 funds tracked by Wall St. Rank hold JPM as of Q1 2023.
- Investment Management of Virginia held 55,268 shares of JPMorgan Chase worth $7.2M as of Q1 2023.
- Investment Management of Virginia bought 869 JPMorgan Chase shares in Q1 2023, an estimated $119K.
- JPMorgan Chase made up 1.37% of Investment Management of Virginia's portfolio in Q1 2023, its #18 holding.
- Investment Management of Virginia first reported a position in JPMorgan Chase in Q2 2013 and has held it in 40 quarters since.
- Investment Management of Virginia's JPMorgan Chase position peaked at $8.62M in Q3 2021.
- 3,603 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.
Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.