VFA
Valeo Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.8M | Buy |
175,341
+741
| +0.4% | +$185K | 1.05% | 21 |
|
|
2025
Q1 | $36.8M | Buy |
174,600
+2,742
| +2% | +$579K | 1.03% | 21 |
|
|
2024
Q4 | $35.3M | Buy |
171,858
+609
| +0.4% | +$125K | 0.98% | 22 |
|
|
2024
Q3 | $31M | Sell |
171,249
-1,279
| -0.7% | -$231K | 0.88% | 21 |
|
|
2024
Q2 | $30M | Sell |
172,528
-1,704
| -1% | -$296K | 0.94% | 20 |
|
|
2024
Q1 | $28.9M | Sell |
174,232
-10,356
| -6% | -$1.72M | 1.04% | 18 |
|
|
2023
Q4 | $27.3M | Buy |
184,588
+11,031
| +6% | +$1.63M | 1.1% | 16 |
|
|
2023
Q3 | $21.6M | Buy |
173,557
+802
| +0.5% | +$100K | 0.99% | 17 |
|
|
2023
Q2 | $21.6M | Buy |
172,755
+4,873
| +3% | +$609K | 0.99% | 17 |
|
|
2023
Q1 | $18.7M | Buy |
167,882
+16,768
| +11% | +$1.87M | 0.9% | 18 |
|
|
2022
Q4 | $17M | Buy |
151,114
+2,459
| +2% | +$277K | 0.93% | 18 |
|
|
2022
Q3 | $13M | Buy |
148,655
+5,927
| +4% | +$518K | 0.83% | 18 |
|
|
2022
Q2 | $13.3M | Sell |
142,728
-257
| -0.2% | -$24K | 0.84% | 19 |
|
|
2022
Q1 | $16.2M | Buy |
142,985
+16,401
| +13% | +$1.86M | 0.82% | 20 |
|
|
2021
Q4 | $16.2M | Sell |
126,584
-503
| -0.4% | -$64.3K | 0.88% | 19 |
|
|
2021
Q3 | $16.8M | Buy |
127,087
+6,914
| +6% | +$915K | 0.96% | 15 |
|
|
2021
Q2 | $14.9M | Sell |
120,173
-723
| -0.6% | -$89.7K | 0.9% | 16 |
|
|
2021
Q1 | $14.7M | Sell |
120,896
-19,438
| -14% | -$2.36M | 0.68% | 19 |
|
|
2020
Q4 | $12.2M | Buy |
140,334
+56,514
| +67% | +$4.93M | 0.63% | 22 |
|
|
2020
Q3 | $8.07M | Sell |
83,820
-11,883
| -12% | -$1.14M | 0.71% | 18 |
|
|
2020
Q2 | $9M | Buy |
95,703
+10,735
| +13% | +$1.01M | 0.82% | 15 |
|
|
2020
Q1 | $8.68M | Buy |
84,968
+2,222
| +3% | +$227K | 0.92% | 15 |
|
|
2019
Q4 | $11.5M | Buy |
82,746
+1,654
| +2% | +$231K | 1.12% | 13 |
|
|
2019
Q3 | $9.54M | Sell |
81,092
-2,485
| -3% | -$292K | 1.05% | 13 |
|
|
2019
Q2 | $9.34M | Sell |
83,577
-193
| -0.2% | -$21.6K | 1.07% | 14 |
|
|
2019
Q1 | $8.48M | Sell |
83,770
-10,254
| -11% | -$1.04M | 1.03% | 15 |
|
|
2018
Q4 | $9.18M | Buy |
94,024
+2,311
| +3% | +$226K | 1.29% | 13 |
|
|
2018
Q3 | $9.99M | Buy |
91,713
+1,405
| +2% | +$153K | 1.35% | 13 |
|
|
2018
Q2 | $10.3M | Sell |
90,308
-3,631
| -4% | -$414K | 1.44% | 11 |
|
|
2018
Q1 | $10.3M | Sell |
93,939
-3,707
| -4% | -$408K | 1.66% | 10 |
|
|
2017
Q4 | $10.4M | Buy |
97,646
+4,800
| +5% | +$513K | 1.71% | 8 |
|
|
2017
Q3 | $8.87M | Buy |
+92,846
| New | +$8.87M | 2.01% | 5 |
|