VHAM
Van Hulzen Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
46,685
-374
| -0.8% | -$108K | 1.13% | 26 |
|
|
2025
Q1 | $11.5M | Sell |
47,059
-693
| -1% | -$170K | 1.05% | 29 |
|
|
2024
Q4 | $11.4M | Buy |
47,752
+1,165
| +3% | +$279K | 0.84% | 32 |
|
|
2024
Q3 | $9.82M | Sell |
46,587
-702
| -1% | -$148K | 0.71% | 43 |
|
|
2024
Q2 | $9.57M | Sell |
47,289
-22,020
| -32% | -$4.45M | 0.64% | 50 |
|
|
2024
Q1 | $13.9M | Sell |
69,309
-1,902
| -3% | -$381K | 0.92% | 34 |
|
|
2023
Q4 | $12.1M | Buy |
71,211
+23,001
| +48% | +$3.91M | 0.85% | 41 |
|
|
2023
Q3 | $6.99M | Buy |
48,210
+13,310
| +38% | +$1.93M | 0.54% | 52 |
|
|
2023
Q2 | $5.08M | Sell |
34,900
-13,059
| -27% | -$1.9M | 0.43% | 56 |
|
|
2023
Q1 | $6.25M | Buy |
47,959
+6,333
| +15% | +$825K | 0.59% | 48 |
|
|
2022
Q4 | $5.57M | Buy |
41,626
+551
| +1% | +$73.7K | 0.64% | 47 |
|
|
2022
Q3 | $4.29M | Buy |
41,075
+800
| +2% | +$83.6K | 0.53% | 56 |
|
|
2022
Q2 | $4.54M | Sell |
40,275
-16,028
| -28% | -$1.8M | 0.54% | 52 |
|
|
2022
Q1 | $7.68M | Buy |
56,303
+9,656
| +21% | +$1.32M | 0.81% | 41 |
|
|
2021
Q4 | $7.39M | Buy |
46,647
+36,219
| +347% | +$5.73M | 0.81% | 39 |
|
|
2021
Q3 | $1.71M | Sell |
10,428
-181
| -2% | -$29.6K | 0.25% | 72 |
|
|
2021
Q2 | $1.65M | Buy |
10,609
+4,377
| +70% | +$681K | 0.25% | 73 |
|
|
2021
Q1 | $949K | Sell |
6,232
-4,256
| -41% | -$648K | 0.15% | 89 |
|
|
2020
Q4 | $1.33M | Sell |
10,488
-6,902
| -40% | -$877K | 0.2% | 84 |
|
|
2020
Q3 | $1.67M | Sell |
17,390
-227
| -1% | -$21.9K | 0.25% | 74 |
|
|
2020
Q2 | $1.66M | Buy |
17,617
+4,494
| +34% | +$423K | 0.25% | 69 |
|
|
2020
Q1 | $1.18M | Buy |
13,123
+339
| +3% | +$30.5K | 0.25% | 77 |
|
|
2019
Q4 | $1.78M | Sell |
12,784
-22,053
| -63% | -$3.07M | 0.35% | 67 |
|
|
2019
Q3 | $4.1M | Sell |
34,837
-1,066
| -3% | -$125K | 0.87% | 35 |
|
|
2019
Q2 | $4.01M | Buy |
35,903
+2,997
| +9% | +$335K | 0.88% | 37 |
|
|
2019
Q1 | $3.33M | Sell |
32,906
-1,927
| -6% | -$195K | 0.9% | 31 |
|
|
2018
Q4 | $3.4M | Buy |
34,833
+1,472
| +4% | +$144K | 0.99% | 33 |
|
|
2018
Q3 | $3.76M | Buy |
33,361
+22,879
| +218% | +$2.58M | 1% | 35 |
|
|
2018
Q2 | $1.09M | Buy |
10,482
+5,995
| +134% | +$625K | 0.32% | 66 |
|
|
2018
Q1 | $493K | Sell |
4,487
-9,073
| -67% | -$997K | 0.15% | 112 |
|
|
2017
Q4 | $1.45M | Buy |
13,560
+4,800
| +55% | +$513K | 0.44% | 63 |
|
|
2017
Q3 | $837K | Buy |
8,760
+4,900
| +127% | +$468K | 0.28% | 79 |
|
|
2017
Q2 | $353K | Buy |
3,860
+500
| +15% | +$45.7K | 0.14% | 93 |
|
|
2017
Q1 | $295K | Hold |
3,360
| – | – | 0.14% | 104 |
|
|
2016
Q4 | $290K | Hold |
3,360
| – | – | 0.13% | 100 |
|
|
2016
Q3 | $224K | Hold |
3,360
| – | – | 0.12% | 104 |
|
|
2016
Q2 | $209K | Hold |
3,360
| – | – | 0.12% | 105 |
|
|
2016
Q1 | $199K | Sell |
3,360
-300
| -8% | -$17.8K | 0.11% | 103 |
|
|
2015
Q4 | $242K | Hold |
3,660
| – | – | 0.15% | 94 |
|
|
2015
Q3 | $223K | Hold |
3,660
| – | – | 0.14% | 98 |
|
|
2015
Q2 | $248K | Sell |
3,660
-1,778
| -33% | -$120K | 0.13% | 126 |
|
|
2015
Q1 | $329K | Sell |
5,438
-2,247
| -29% | -$136K | 0.2% | 95 |
|
|
2014
Q4 | $481K | Buy |
+7,685
| New | +$481K | 0.33% | 63 |
|
|
2014
Q2 | – | Sell |
-3,660
| Closed | -$222K | – | 79 |
|
|
2014
Q1 | $222K | Sell |
3,660
-500
| -12% | -$30.3K | 0.22% | 78 |
|
|
2013
Q4 | $243K | Buy |
+4,160
| New | +$243K | 0.21% | 90 |
|