Oliver Lagore Vanvalin Investment Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.83M	Buy	+7,464	New	+$1.9M	0.72%	34
2024 Q4	$1.2M	Sell	5,007 -2	-0%	-$466	0.31%	65
2024 Q3	$1.06M	Sell	5,009 -69	-1%	-$14.5K	0.28%	69
2024 Q2	$1.03M	Buy	5,078 +205	+4%	+$40.1K	0.29%	62
2024 Q1	$976K	Buy	4,873 +362	+8%	+$65.3K	0.29%	65
2023 Q4	$767K	Sell	4,511 -4	-0.1%	-$606	0.29%	60
2023 Q3	$655K	Buy	4,515 +6	+0.1%	+$899	0.26%	60
2023 Q2	$656K	Buy	4,509 +30	+0.7%	+$4.13K	0.25%	63
2023 Q1	$584K	Buy	4,479 +48	+1%	+$6.58K	0.26%	47
2022 Q4	$594K	Buy	4,431 +24	+0.5%	+$3.04K	0.34%	42
2022 Q3	$461K	Buy	4,407 +2	+0%	+$230	0.3%	52
2022 Q2	$496K	Buy	4,405 +22	+0.5%	+$2.73K	0.29%	51
2022 Q1	$597K	Sell	4,383 -8,677	-66%	-$1.28M	0.4%	45
2021 Q4	$2.07M	Buy	+13,060	New	+$2.14M	0.15%	66