Oliver Lagore Vanvalin Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
+7,464
| New | +$1.83M | 0.72% | 34 |
|
|
2024
Q4 | $1.2M | Sell |
5,007
-2
| -0% | -$479 | 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% | +$41.5K | 0.29% | 62 |
|
|
2024
Q1 | $976K | Buy |
4,873
+362
| +8% | +$72.5K | 0.29% | 63 |
|
|
2023
Q4 | $767K | Sell |
4,511
-4
| -0.1% | -$680 | 0.29% | 60 |
|
|
2023
Q3 | $655K | Buy |
4,515
+6
| +0.1% | +$870 | 0.26% | 60 |
|
|
2023
Q2 | $656K | Buy |
4,509
+30
| +0.7% | +$4.36K | 0.24% | 62 |
|
|
2023
Q1 | $584K | Buy |
4,479
+48
| +1% | +$6.26K | 0.25% | 45 |
|
|
2022
Q4 | $594K | Buy |
4,431
+24
| +0.5% | +$3.22K | 0.34% | 41 |
|
|
2022
Q3 | $461K | Buy |
4,407
+2
| +0% | +$209 | 0.3% | 52 |
|
|
2022
Q2 | $496K | Buy |
4,405
+22
| +0.5% | +$2.48K | 0.29% | 51 |
|
|
2022
Q1 | $597K | Sell |
4,383
-8,677
| -66% | -$1.18M | 0.4% | 45 |
|
|
2021
Q4 | $2.07M | Buy |
+13,060
| New | +$2.07M | 0.15% | 66 |
|