VPIM
Vanguard Personalized Indexing Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Buy |
442,656
+77,378
| +21% | +$22.4M | 1.45% | 8 |
|
|
2025
Q1 | $89.6M | Buy |
365,278
+17,819
| +5% | +$4.37M | 1.32% | 9 |
|
|
2024
Q4 | $83.3M | Buy |
347,459
+18,957
| +6% | +$4.54M | 1.26% | 9 |
|
|
2024
Q3 | $69.3M | Buy |
328,502
+37,019
| +13% | +$7.81M | 1.12% | 10 |
|
|
2024
Q2 | $58.1M | Buy |
291,483
+33,567
| +13% | +$6.69M | 1.11% | 10 |
|
|
2024
Q1 | $51.7M | Buy |
257,916
+23,617
| +10% | +$4.73M | 1.11% | 11 |
|
|
2023
Q4 | $39.9M | Buy |
234,299
+422
| +0.2% | +$71.8K | 1.02% | 11 |
|
|
2023
Q3 | $33.9M | Buy |
233,877
+15,425
| +7% | +$2.24M | 1.01% | 12 |
|
|
2023
Q2 | $31.8M | Buy |
218,452
+23,542
| +12% | +$3.42M | 0.97% | 9 |
|
|
2023
Q1 | $25.4M | Buy |
194,910
+29,193
| +18% | +$3.8M | 0.88% | 11 |
|
|
2022
Q4 | $22.2M | Buy |
165,717
+11,282
| +7% | +$1.51M | 0.92% | 8 |
|
|
2022
Q3 | $16.1M | Buy |
154,435
+28,528
| +23% | +$2.98M | 0.73% | 12 |
|
|
2022
Q2 | $14.2M | Buy |
125,907
+23,729
| +23% | +$2.67M | 0.66% | 17 |
|
|
2022
Q1 | $13.9M | Buy |
102,178
+28,093
| +38% | +$3.83M | 0.67% | 14 |
|
|
2021
Q4 | $11.7M | Buy |
74,085
+16,365
| +28% | +$2.59M | 0.69% | 14 |
|
|
2021
Q3 | $9.45M | Buy |
57,720
+19,334
| +50% | +$3.16M | 0.85% | 11 |
|
|
2021
Q2 | $5.97M | Buy |
38,386
+6,019
| +19% | +$936K | 0.63% | 18 |
|
|
2021
Q1 | $4.93M | Buy |
32,367
+12,099
| +60% | +$1.84M | 0.75% | 17 |
|
|
2020
Q4 | $2.58M | Buy |
20,268
+2,605
| +15% | +$331K | 0.56% | 32 |
|
|
2020
Q3 | $1.7M | Buy |
17,663
+2,231
| +14% | +$215K | 0.48% | 45 |
|
|
2020
Q2 | $1.45M | Buy |
15,432
+3,611
| +31% | +$340K | 0.66% | 28 |
|
|
2020
Q1 | $1.06M | Buy |
+11,821
| New | +$1.06M | 0.62% | 36 |
|