JP Morgan Chase
VCV icon

JP Morgan Chase’s Invesco California Value Municipal Income Trust VCV Stock Holding History

JP Morgan Chase’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Hold
1,450
– – ﹤0.01% 6637
2025
Q4 		$16.1K Hold
1,450
– – ﹤0.01% 6555
2025
Q3 		$15.4K Hold
1,450
– – ﹤0.01% 6548
2025
Q2 		$15K Buy
1,450
+650
+81% +$6.66K ﹤0.01% 6236
2025
Q1 		$8.5K Buy
+800
New +$8.75K ﹤0.01% 6341
2024
Q1 		– Sell
-16,967
Closed -$166K – 7916
2023
Q4 		$166K Buy
+16,967
New +$151K ﹤0.01% 5491
2023
Q3 		– Sell
-1,084
Closed -$10.4K – 7751
2023
Q2 		$10.4K Sell
1,084
-7,588
-88% -$73.5K ﹤0.01% 6043
2023
Q1 		$88K Buy
+8,672
New +$85.5K ﹤0.01% 5484

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HWAM
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UBS Group
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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return