VLC
Van Leeuwen & Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $475K | Buy |
2,373
+538
| +29% | +$108K | 0.24% | 69 |
|
|
2023
Q4 | $312K | Buy |
1,835
+26
| +1% | +$4.42K | 0.18% | 75 |
|
|
2023
Q3 | $262K | Buy |
1,809
+11
| +0.6% | +$1.6K | 0.16% | 67 |
|
|
2023
Q2 | $264K | Buy |
1,798
+58
| +3% | +$8.5K | 0.17% | 68 |
|
|
2023
Q1 | $227K | Buy |
1,740
+217
| +14% | +$28.3K | 0.15% | 69 |
|
|
2022
Q4 | $204K | Buy |
+1,523
| New | +$204K | 0.14% | 63 |
|
|
2022
Q1 | – | Sell |
-1,381
| Closed | -$219K | – | 74 |
|
|
2021
Q4 | $219K | Sell |
1,381
-112
| -8% | -$17.8K | 0.12% | 64 |
|
|
2021
Q3 | $244K | Buy |
1,493
+145
| +11% | +$23.7K | 0.15% | 64 |
|
|
2021
Q2 | $212K | Hold |
1,348
| – | – | 0.13% | 72 |
|
|
2021
Q1 | $205K | Buy |
+1,348
| New | +$205K | 0.13% | 61 |
|
|
2020
Q2 | – | Sell |
-3,381
| Closed | -$304K | – | 74 |
|
|
2020
Q1 | $304K | Buy |
3,381
+796
| +31% | +$71.6K | 0.29% | 57 |
|
|
2019
Q4 | $360K | Buy |
2,585
+175
| +7% | +$24.4K | 0.3% | 63 |
|
|
2019
Q3 | $284K | Buy |
+2,410
| New | +$284K | 0.27% | 62 |
|