JPMorgan Chase & Co’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $510K | Sell |
27,525
-10,573
| -28% | -$196K | ﹤0.01% | 4060 |
|
2025
Q1 | $713K | Buy |
38,098
+3,280
| +9% | +$61.4K | ﹤0.01% | 3836 |
|
2024
Q4 | $681K | Buy |
34,818
+9,745
| +39% | +$191K | ﹤0.01% | 4017 |
|
2024
Q3 | $492K | Buy |
25,073
+17,068
| +213% | +$335K | ﹤0.01% | 4020 |
|
2024
Q2 | $144K | Sell |
8,005
-11,635
| -59% | -$209K | ﹤0.01% | 4434 |
|
2024
Q1 | $354K | Buy |
19,640
+7,609
| +63% | +$137K | ﹤0.01% | 4155 |
|
2023
Q4 | $207K | Buy |
12,031
+6,354
| +112% | +$109K | ﹤0.01% | 4429 |
|
2023
Q3 | $64.2K | Sell |
5,677
-1,723
| -23% | -$19.5K | ﹤0.01% | 4821 |
|
2023
Q2 | $85.3K | Buy |
7,400
+806
| +12% | +$9.29K | ﹤0.01% | 4702 |
|
2023
Q1 | $60K | Buy |
6,594
+790
| +14% | +$7.19K | ﹤0.01% | 4843 |
|
2022
Q4 | $56K | Buy |
5,804
+1,164
| +25% | +$11.2K | ﹤0.01% | 4708 |
|
2022
Q3 | $50K | Buy |
4,640
+31
| +0.7% | +$334 | ﹤0.01% | 4708 |
|
2022
Q2 | $51K | Buy |
4,609
+462
| +11% | +$5.11K | ﹤0.01% | 4844 |
|
2022
Q1 | $45K | Sell |
4,147
-8,553
| -67% | -$92.8K | ﹤0.01% | 5047 |
|
2021
Q4 | $174K | Buy |
12,700
+5,891
| +87% | +$80.7K | ﹤0.01% | 4604 |
|
2021
Q3 | $89K | Sell |
6,809
-5,313
| -44% | -$69.4K | ﹤0.01% | 4772 |
|
2021
Q2 | $151K | Buy |
12,122
+12,115
| +173,071% | +$151K | ﹤0.01% | 4614 |
|
2021
Q1 | $0 | Sell |
7
-2
| -22% | – | ﹤0.01% | 5391 |
|
2020
Q4 | $0 | Sell |
9
-1,660
| -99% | – | ﹤0.01% | 5108 |
|
2020
Q3 | $8K | Sell |
1,669
-3,844
| -70% | -$18.4K | ﹤0.01% | 4626 |
|
2020
Q2 | $22K | Sell |
5,513
-7,068
| -56% | -$28.2K | ﹤0.01% | 4400 |
|
2020
Q1 | $95K | Buy |
+12,581
| New | +$95K | ﹤0.01% | 3954 |
|