Vantage Financial Partners (Illinois)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.05M | Sell |
10,132
-350
| -3% | -$70.8K | 0.51% | 34 |
|
|
2024
Q1 | $2.1M | Sell |
10,482
-242
| -2% | -$48.5K | 0.55% | 33 |
|
|
2023
Q4 | $1.82M | Sell |
10,724
-50
| -0.5% | -$8.51K | 0.55% | 33 |
|
|
2023
Q3 | $1.56M | Sell |
10,774
-300
| -3% | -$43.5K | 0.9% | 22 |
|
|
2023
Q2 | $1.61M | Hold |
11,074
| – | – | 0.89% | 21 |
|
|
2023
Q1 | $1.44M | Sell |
11,074
-100
| -0.9% | -$13K | 0.85% | 26 |
|
|
2022
Q4 | $1.5M | Buy |
11,174
+1,100
| +11% | +$148K | 0.86% | 27 |
|
|
2022
Q3 | $1.05M | Hold |
10,074
| – | – | 0.68% | 31 |
|
|
2022
Q2 | $1.13M | Buy |
10,074
+3,300
| +49% | +$371K | 0.67% | 34 |
|
|
2022
Q1 | $923K | Buy |
6,774
+1,800
| +36% | +$245K | 0.48% | 42 |
|
|
2021
Q4 | $788K | Hold |
4,974
| – | – | 0.4% | 44 |
|
|
2021
Q3 | $814K | Sell |
4,974
-100
| -2% | -$16.4K | 0.43% | 41 |
|
|
2021
Q2 | $789K | Buy |
5,074
+200
| +4% | +$31.1K | 0.44% | 41 |
|
|
2021
Q1 | $742K | Sell |
4,874
-170
| -3% | -$25.9K | 0.42% | 41 |
|
|
2020
Q4 | $641K | Buy |
5,044
+620
| +14% | +$78.8K | 0.37% | 43 |
|
|
2020
Q3 | $426K | Buy |
4,424
+200
| +5% | +$19.3K | 0.26% | 56 |
|
|
2020
Q2 | $397K | Buy |
+4,224
| New | +$397K | 0.25% | 48 |
|
|
2020
Q1 | – | Sell |
-3,224
| Closed | -$449K | – | 70 |
|
|
2019
Q4 | $449K | Buy |
3,224
+200
| +7% | +$27.9K | 0.26% | 50 |
|
|
2019
Q3 | $356K | Buy |
3,024
+500
| +20% | +$58.8K | 0.24% | 51 |
|
|
2019
Q2 | $282K | Buy |
+2,524
| New | +$282K | 0.18% | 68 |
|
|
2017
Q1 | – | Sell |
-3,424
| Closed | -$296K | – | 61 |
|
|
2016
Q4 | $296K | Buy |
+3,424
| New | +$296K | 0.27% | 39 |
|