Vantage Financial Partners (Wisconsin)’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 | $1.87M | Buy |
6,454
+729
| +13% | +$211K | 0.43% | 42 |
|
|
2025
Q1 | $1.4M | Buy |
5,725
+149
| +3% | +$36.5K | 0.35% | 41 |
|
|
2024
Q4 | $1.34M | Buy |
5,576
+598
| +12% | +$143K | 0.33% | 46 |
|
|
2024
Q3 | $1.05M | Buy |
4,978
+1,023
| +26% | +$216K | 0.26% | 57 |
|
|
2024
Q2 | $800K | Sell |
3,955
-31
| -0.8% | -$6.27K | 0.21% | 55 |
|
|
2024
Q1 | $798K | Buy |
+3,986
| New | +$798K | 0.21% | 56 |
|