JPMorgan Chase & Co’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8K | Sell |
558
-733
| -57% | -$28.7K | ﹤0.01% | 5303 |
|
|
2025
Q1 | $49.9K | Sell |
1,291
-3,091
| -71% | -$120K | ﹤0.01% | 5036 |
|
|
2024
Q4 | $231K | Buy |
4,382
+2,819
| +180% | +$149K | ﹤0.01% | 4479 |
|
|
2024
Q3 | $72.7K | Buy |
1,563
+923
| +144% | +$42.9K | ﹤0.01% | 4850 |
|
|
2024
Q2 | $27.6K | Sell |
640
-1,105
| -63% | -$47.6K | ﹤0.01% | 5076 |
|
|
2024
Q1 | $70.7K | Buy |
1,745
+833
| +91% | +$33.7K | ﹤0.01% | 4852 |
|
|
2023
Q4 | $44.5K | Buy |
912
+364
| +66% | +$17.7K | ﹤0.01% | 5042 |
|
|
2023
Q3 | $24K | Sell |
548
-124
| -18% | -$5.42K | ﹤0.01% | 5107 |
|
|
2023
Q2 | $30.8K | Sell |
672
-37
| -5% | -$1.7K | ﹤0.01% | 4957 |
|
|
2023
Q1 | $34K | Buy |
709
+185
| +35% | +$8.87K | ﹤0.01% | 5015 |
|
|
2022
Q4 | $27K | Buy |
524
+29
| +6% | +$1.49K | ﹤0.01% | 4894 |
|
|
2022
Q3 | $22K | Hold |
495
| – | – | ﹤0.01% | 4905 |
|
|
2022
Q2 | $33K | Buy |
495
+34
| +7% | +$2.27K | ﹤0.01% | 4954 |
|
|
2022
Q1 | $31K | Sell |
461
-1,014
| -69% | -$68.2K | ﹤0.01% | 5166 |
|
|
2021
Q4 | $69K | Buy |
1,475
+854
| +138% | +$40K | ﹤0.01% | 4963 |
|
|
2021
Q3 | $21K | Sell |
621
-627
| -50% | -$21.2K | ﹤0.01% | 5127 |
|
|
2021
Q2 | $39K | Sell |
1,248
-1,562
| -56% | -$48.8K | ﹤0.01% | 5006 |
|
|
2021
Q1 | $80K | Buy |
2,810
+59
| +2% | +$1.68K | ﹤0.01% | 4701 |
|
|
2020
Q4 | $91K | Buy |
2,751
+2,038
| +286% | +$67.4K | ﹤0.01% | 4325 |
|
|
2020
Q3 | $17K | Sell |
713
-134
| -16% | -$3.2K | ﹤0.01% | 4522 |
|
|
2020
Q2 | $22K | Sell |
847
-875
| -51% | -$22.7K | ﹤0.01% | 4399 |
|
|
2020
Q1 | $56K | Buy |
1,722
+338
| +24% | +$11K | ﹤0.01% | 4107 |
|
|
2019
Q4 | $40K | Buy |
1,384
+1,037
| +299% | +$30K | ﹤0.01% | 4300 |
|
|
2019
Q3 | $8K | Buy |
347
+56
| +19% | +$1.29K | ﹤0.01% | 4597 |
|
|
2019
Q2 | $8K | Buy |
291
+14
| +5% | +$385 | ﹤0.01% | 4667 |
|
|
2019
Q1 | $7K | Sell |
277
-59
| -18% | -$1.49K | ﹤0.01% | 4679 |
|
|
2018
Q4 | $9K | Buy |
336
+86
| +34% | +$2.3K | ﹤0.01% | 4630 |
|
|
2018
Q3 | $6K | Buy |
250
+33
| +15% | +$792 | ﹤0.01% | 4697 |
|
|
2018
Q2 | $5K | Sell |
217
-4
| -2% | -$92 | ﹤0.01% | 4664 |
|
|
2018
Q1 | $4K | Sell |
221
-16
| -7% | -$290 | ﹤0.01% | 4584 |
|
|
2017
Q4 | $5K | Buy |
+237
| New | +$5K | ﹤0.01% | 4557 |
|
|
2017
Q2 | – | Sell |
-798
| Closed | -$14K | – | 4523 |
|
|
2017
Q1 | $14K | Sell |
798
-798
| -50% | -$14K | ﹤0.01% | 4152 |
|
|
2016
Q4 | $31K | Buy |
+1,596
| New | +$31K | ﹤0.01% | 4096 |
|
|
2016
Q2 | – | Sell |
-612
| Closed | -$10K | – | 4355 |
|
|
2016
Q1 | $10K | Buy |
+612
| New | +$10K | ﹤0.01% | 3752 |
|