JPMorgan Chase & Co’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
104,330
-12,515
| -11% | -$2.27M | ﹤0.01% | 1770 |
|
|
2025
Q1 | $20.1M | Sell |
116,845
-41,183
| -26% | -$7.1M | ﹤0.01% | 1705 |
|
|
2024
Q4 | $34.9M | Buy |
158,028
+12,642
| +9% | +$2.79M | ﹤0.01% | 1360 |
|
|
2024
Q3 | $30.5M | Buy |
145,386
+3,651
| +3% | +$765K | ﹤0.01% | 1455 |
|
|
2024
Q2 | $32M | Buy |
141,735
+38,880
| +38% | +$8.78M | ﹤0.01% | 1361 |
|
|
2024
Q1 | $25.5M | Buy |
102,855
+18,528
| +22% | +$4.59M | ﹤0.01% | 1550 |
|
|
2023
Q4 | $20.4M | Sell |
84,327
-15,308
| -15% | -$3.7M | ﹤0.01% | 1627 |
|
|
2023
Q3 | $20.1M | Buy |
99,635
+28,359
| +40% | +$5.73M | ﹤0.01% | 1504 |
|
|
2023
Q2 | $14.1M | Buy |
71,276
+1,117
| +2% | +$221K | ﹤0.01% | 1798 |
|
|
2023
Q1 | $13.4M | Sell |
70,159
-3,152
| -4% | -$600K | ﹤0.01% | 1774 |
|
|
2022
Q4 | $14M | Buy |
73,311
+16,282
| +29% | +$3.12M | ﹤0.01% | 1661 |
|
|
2022
Q3 | $9.1M | Sell |
57,029
-7,244
| -11% | -$1.16M | ﹤0.01% | 1921 |
|
|
2022
Q2 | $11M | Buy |
64,273
+4,590
| +8% | +$785K | ﹤0.01% | 1814 |
|
|
2022
Q1 | $14.3M | Sell |
59,683
-31,730
| -35% | -$7.62M | ﹤0.01% | 1781 |
|
|
2021
Q4 | $27.2M | Sell |
91,413
-12,054
| -12% | -$3.58M | ﹤0.01% | 1373 |
|
|
2021
Q3 | $32.1M | Buy |
103,467
+14,999
| +17% | +$4.65M | ﹤0.01% | 1281 |
|
|
2021
Q2 | $24.6M | Sell |
88,468
-15,157
| -15% | -$4.21M | ﹤0.01% | 1484 |
|
|
2021
Q1 | $24.4M | Buy |
103,625
+14,107
| +16% | +$3.32M | ﹤0.01% | 1440 |
|
|
2020
Q4 | $19.4M | Sell |
89,518
-1,879
| -2% | -$408K | ﹤0.01% | 1450 |
|
|
2020
Q3 | $12.5M | Buy |
91,397
+7,862
| +9% | +$1.08M | ﹤0.01% | 1630 |
|
|
2020
Q2 | $9.71M | Sell |
83,535
-283
| -0.3% | -$32.9K | ﹤0.01% | 1712 |
|
|
2020
Q1 | $6.38M | Buy |
83,818
+56,841
| +211% | +$4.33M | ﹤0.01% | 1835 |
|
|
2019
Q4 | $3.28M | Sell |
26,977
-7,818
| -22% | -$951K | ﹤0.01% | 2425 |
|
|
2019
Q3 | $3.85M | Buy |
34,795
+18,171
| +109% | +$2.01M | ﹤0.01% | 2352 |
|
|
2019
Q2 | $1.76M | Buy |
16,624
+10,943
| +193% | +$1.16M | ﹤0.01% | 2744 |
|
|
2019
Q1 | $554K | Sell |
5,681
-102,595
| -95% | -$10M | ﹤0.01% | 3328 |
|
|
2018
Q4 | $8.6M | Buy |
108,276
+11,868
| +12% | +$943K | ﹤0.01% | 1771 |
|
|
2018
Q3 | $11M | Sell |
96,408
-23,117
| -19% | -$2.63M | ﹤0.01% | 1799 |
|
|
2018
Q2 | $15.3M | Sell |
119,525
-11,681
| -9% | -$1.49M | ﹤0.01% | 1565 |
|
|
2018
Q1 | $16.2M | Sell |
131,206
-43,663
| -25% | -$5.41M | ﹤0.01% | 1496 |
|
|
2017
Q4 | $20.1M | Buy |
174,869
+3
| +0% | +$345 | ﹤0.01% | 1372 |
|
|
2017
Q3 | $20.3M | Buy |
174,866
+42,139
| +32% | +$4.89M | ﹤0.01% | 1319 |
|
|
2017
Q2 | $14.7M | Sell |
132,727
-53,198
| -29% | -$5.9M | ﹤0.01% | 1482 |
|
|
2017
Q1 | $19.7M | Buy |
185,925
+62,331
| +50% | +$6.6M | ﹤0.01% | 1310 |
|
|
2016
Q4 | $14.6M | Buy |
123,594
+95,194
| +335% | +$11.2M | ﹤0.01% | 1474 |
|
|
2016
Q3 | $2.78M | Buy |
28,400
+26,946
| +1,853% | +$2.64M | ﹤0.01% | 2298 |
|
|
2016
Q2 | $103K | Sell |
1,454
-5,050
| -78% | -$358K | ﹤0.01% | 3376 |
|
|
2016
Q1 | $508K | Buy |
6,504
+948
| +17% | +$74K | ﹤0.01% | 2907 |
|
|
2015
Q4 | $653K | Sell |
5,556
-700
| -11% | -$82.3K | ﹤0.01% | 2833 |
|
|
2015
Q3 | $629K | Buy |
6,256
+256
| +4% | +$25.7K | ﹤0.01% | 2867 |
|
|
2015
Q2 | $794K | Sell |
6,000
-32,039
| -84% | -$4.24M | ﹤0.01% | 2917 |
|
|
2015
Q1 | $4.97M | Buy |
38,039
+30,920
| +434% | +$4.04M | ﹤0.01% | 2109 |
|
|
2014
Q4 | $1.21M | Sell |
7,119
-2,574
| -27% | -$439K | ﹤0.01% | 2711 |
|
|
2014
Q3 | $1.68M | Buy |
+9,693
| New | +$1.68M | ﹤0.01% | 2519 |
|
|
2014
Q1 | – | Sell |
-8,135
| Closed | -$1.63M | – | 3622 |
|
|
2013
Q4 | $1.63M | Buy |
8,135
+938
| +13% | +$188K | ﹤0.01% | 2664 |
|
|
2013
Q3 | $1.17M | Sell |
7,197
-11,314
| -61% | -$1.84M | ﹤0.01% | 2914 |
|
|
2013
Q2 | $3.26M | Buy |
+18,511
| New | +$3.26M | ﹤0.01% | 2225 |
|