VWA
V Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.74M | Sell |
11,987
-22,722
| -65% | -$3.3M | 1.39% | 14 |
|
|
2023
Q2 | $5.05M | Buy |
34,709
+115
| +0.3% | +$16.7K | 0.84% | 22 |
|
|
2023
Q1 | $4.51M | Buy |
34,594
+1,195
| +4% | +$156K | 0.84% | 20 |
|
|
2022
Q4 | $4.48M | Buy |
33,399
+7,189
| +27% | +$964K | 0.93% | 20 |
|
|
2022
Q3 | $2.74M | Sell |
26,210
-5,218
| -17% | -$545K | 0.55% | 31 |
|
|
2022
Q2 | $3.54M | Buy |
31,428
+997
| +3% | +$112K | 0.67% | 23 |
|
|
2022
Q1 | $4.15M | Sell |
30,431
-4,498
| -13% | -$613K | 0.66% | 23 |
|
|
2021
Q4 | $5.53M | Sell |
34,929
-750
| -2% | -$119K | 0.81% | 20 |
|
|
2021
Q3 | $5.84M | Buy |
35,679
+130
| +0.4% | +$21.3K | 0.9% | 15 |
|
|
2021
Q2 | $5.53M | Buy |
35,549
+780
| +2% | +$121K | 0.88% | 16 |
|
|
2021
Q1 | $5.29M | Buy |
34,769
+412
| +1% | +$62.7K | 0.97% | 16 |
|
|
2020
Q4 | $4.37M | Buy |
34,357
+21,462
| +166% | +$2.73M | 0.9% | 17 |
|
|
2020
Q3 | $1.24M | Sell |
12,895
-19,570
| -60% | -$1.88M | 0.86% | 30 |
|
|
2020
Q2 | $3.05M | Sell |
32,465
-12,142
| -27% | -$1.14M | 0.79% | 19 |
|
|
2020
Q1 | $4.02M | Buy |
44,607
+12,315
| +38% | +$1.11M | 1.26% | 16 |
|
|
2019
Q4 | $3.8M | Hold |
32,292
| – | – | 1.36% | 11 |
|
|
2019
Q3 | $3.8M | Buy |
32,292
+29
| +0.1% | +$3.41K | 1.36% | 11 |
|
|
2019
Q2 | $3.62M | Buy |
32,263
+1,919
| +6% | +$215K | 1.37% | 11 |
|
|
2019
Q1 | $3.45M | Buy |
30,344
+431
| +1% | +$48.9K | 1.39% | 11 |
|
|
2018
Q4 | $3.02M | Buy |
29,913
+12,481
| +72% | +$1.26M | 1.54% | 10 |
|
|
2018
Q3 | $1.96M | Buy |
17,432
+618
| +4% | +$69.6K | 0.91% | 27 |
|
|
2018
Q2 | $1.79M | Buy |
16,814
+784
| +5% | +$83.6K | 1% | 28 |
|
|
2018
Q1 | $1.73M | Buy |
16,030
+741
| +5% | +$79.9K | 0.92% | 32 |
|
|
2017
Q4 | $1.72M | Buy |
15,289
+2,164
| +16% | +$243K | 0.87% | 36 |
|
|
2017
Q3 | $1.26M | Buy |
13,125
+320
| +2% | +$30.7K | 0.64% | 44 |
|
|
2017
Q2 | $1.17M | Sell |
12,805
-1,475
| -10% | -$135K | 0.55% | 50 |
|
|
2017
Q1 | $1.25M | Buy |
14,280
+3,603
| +34% | +$316K | 0.77% | 44 |
|
|
2016
Q4 | $919K | Sell |
10,677
-883
| -8% | -$76K | 0.67% | 51 |
|
|
2016
Q3 | $772K | Sell |
11,560
-800
| -6% | -$53.4K | 0.62% | 53 |
|
|
2016
Q2 | $775K | Sell |
12,360
-14,696
| -54% | -$921K | 0.64% | 56 |
|
|
2016
Q1 | $1.61M | Buy |
+27,056
| New | +$1.61M | 1.29% | 27 |
|