Vance Wealth’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 | $983K | Buy |
3,390
+39
| +1% | +$11.3K | 0.33% | 51 |
|
|
2025
Q1 | $822K | Buy |
3,351
+459
| +16% | +$113K | 0.31% | 52 |
|
|
2024
Q4 | $693K | Buy |
2,892
+251
| +10% | +$60.2K | 0.27% | 48 |
|
|
2024
Q3 | $557K | Buy |
2,641
+38
| +1% | +$8.01K | 0.21% | 58 |
|
|
2024
Q2 | $526K | Hold |
2,603
| – | – | 0.22% | 58 |
|
|
2024
Q1 | $521K | Buy |
2,603
+145
| +6% | +$29K | 0.21% | 51 |
|
|
2023
Q4 | $418K | Buy |
2,458
+157
| +7% | +$26.7K | 0.18% | 51 |
|
|
2023
Q3 | $334K | Hold |
2,301
| – | – | 0.16% | 59 |
|
|
2023
Q2 | $335K | Buy |
2,301
+238
| +12% | +$34.6K | 0.15% | 58 |
|
|
2023
Q1 | $269K | Buy |
2,063
+214
| +12% | +$27.9K | 0.14% | 61 |
|
|
2022
Q4 | $248K | Sell |
1,849
-120
| -6% | -$16.1K | 0.15% | 63 |
|
|
2022
Q3 | $206K | Buy |
+1,969
| New | +$206K | 0.16% | 61 |
|
|
2022
Q2 | – | Sell |
-1,656
| Closed | -$226K | – | 64 |
|
|
2022
Q1 | $226K | Buy |
1,656
+35
| +2% | +$4.78K | 0.29% | 52 |
|
|
2021
Q4 | $257K | Buy |
+1,621
| New | +$257K | 0.25% | 49 |
|