Vantage Financial Partners (Illinois)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.61M | Hold |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.05M | Hold |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $923K | Buy |
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|
2021
Q4 | $788K | Hold |
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|
2021
Q3 | $814K | Sell |
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|
2021
Q2 | $789K | Buy |
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|
2021
Q1 | $742K | Sell |
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|
2020
Q4 | $641K | Buy |
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|
2020
Q3 | $426K | Buy |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $282K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $296K | Buy |
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