JPWM
V icon

Jamison Private Wealth Management’s Visa V Stock Holding History

Jamison Private Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7M Sell
35,298
-783
-2% -$252K 1.34% 26
2025
Q4 		$12.7M Sell
36,081
-150
-0.4% -$51.1K 1.58% 19
2025
Q3 		$12.4M Sell
36,231
-375
-1% -$130K 1.6% 19
2025
Q2 		$13M Buy
36,606
+81
+0.2% +$28.2K 1.87% 13
2025
Q1 		$12.8M Sell
36,525
-126
-0.3% -$42.6K 1.95% 11
2024
Q4 		$11.6M Sell
36,651
-106
-0.3% -$31.9K 1.71% 14
2024
Q3 		$10.1M Buy
36,757
+488
+1% +$132K 1.54% 20
2024
Q2 		$9.52M Sell
36,269
-961
-3% -$263K 1.58% 16
2024
Q1 		$10.4M Sell
37,230
-124
-0.3% -$34.2K 1.76% 13
2023
Q4 		$9.73M Sell
37,354
-328
-0.9% -$80.8K 1.82% 11
2023
Q3 		$8.67M Buy
+37,682
New +$9.06M 1.79% 11

Other funds holding V

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return