Vanguard Personalized Indexing Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Buy |
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|
2025
Q1 | $89.6M | Buy |
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|
2024
Q4 | $83.3M | Buy |
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|
2024
Q3 | $69.3M | Buy |
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|
2024
Q2 | $58.1M | Buy |
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|
2024
Q1 | $51.7M | Buy |
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|
2023
Q4 | $39.9M | Buy |
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|
2023
Q3 | $33.9M | Buy |
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|
2023
Q2 | $31.8M | Buy |
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|
2023
Q1 | $25.4M | Buy |
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|
2022
Q4 | $22.2M | Buy |
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|
2022
Q3 | $16.1M | Buy |
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|
2022
Q2 | $14.2M | Buy |
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|
2022
Q1 | $13.9M | Buy |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $9.45M | Buy |
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|
2021
Q2 | $5.97M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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