VIP
Vantage Investment Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
60,441
-274
| -0.5% | -$79.4K | 1.28% | 24 |
|
|
2025
Q1 | $14.9M | Hold |
60,715
| – | – | 1.25% | 24 |
|
|
2024
Q4 | $14.6M | Sell |
60,715
-6,786
| -10% | -$1.63M | 1.27% | 21 |
|
|
2024
Q3 | $14.2M | Sell |
67,501
-2,800
| -4% | -$590K | 1.2% | 31 |
|
|
2024
Q2 | $14.2M | Sell |
70,301
-7,707
| -10% | -$1.56M | 1.29% | 20 |
|
|
2024
Q1 | $15.6M | Sell |
78,008
-15,967
| -17% | -$3.2M | 1.4% | 19 |
|
|
2023
Q4 | $16M | Buy |
93,975
+787
| +0.8% | +$134K | 1.59% | 20 |
|
|
2023
Q3 | $13.5M | Buy |
93,188
+5,685
| +6% | +$824K | 1.77% | 22 |
|
|
2023
Q2 | $12.7M | Buy |
87,503
+954
| +1% | +$139K | 1.65% | 22 |
|
|
2023
Q1 | $11.3M | Buy |
86,549
+1,827
| +2% | +$238K | 1.54% | 28 |
|
|
2022
Q4 | $11.4M | Buy |
84,722
+2,770
| +3% | +$371K | 1.76% | 21 |
|
|
2022
Q3 | $8.56M | Buy |
81,952
+2,998
| +4% | +$313K | 1.34% | 32 |
|
|
2022
Q2 | $8.89M | Sell |
78,954
-192,724
| -71% | -$21.7M | 0.71% | 39 |
|
|
2022
Q1 | $37M | Buy |
271,678
+1,920
| +0.7% | +$262K | 1.85% | 17 |
|
|
2021
Q4 | $42.7M | Buy |
269,758
+8,568
| +3% | +$1.36M | 2.18% | 14 |
|
|
2021
Q3 | $42.8M | Buy |
261,190
+186,943
| +252% | +$30.6M | 2.23% | 16 |
|
|
2021
Q2 | $11.5M | Sell |
74,247
-61,887
| -45% | -$9.63M | 0.55% | 38 |
|
|
2021
Q1 | $20.7M | Buy |
136,134
+1,638
| +1% | +$249K | 1.01% | 22 |
|
|
2020
Q4 | $17.1M | Sell |
134,496
-19,626
| -13% | -$2.49M | 0.99% | 18 |
|
|
2020
Q3 | $14.8M | Buy |
154,122
+9,216
| +6% | +$887K | 0.93% | 18 |
|
|
2020
Q2 | $13.6M | Buy |
144,906
+67,724
| +88% | +$6.37M | 1.03% | 15 |
|
|
2020
Q1 | $6.95M | Buy |
77,182
+3,221
| +4% | +$290K | 0.6% | 36 |
|
|
2019
Q4 | $10.3M | Buy |
73,961
+720
| +1% | +$100K | 0.85% | 27 |
|
|
2019
Q3 | $8.62M | Hold |
73,241
| – | – | 0.9% | 36 |
|
|
2019
Q2 | $8.19M | Sell |
73,241
-10,847
| -13% | -$1.21M | 0.94% | 37 |
|
|
2019
Q1 | $8.51M | Sell |
84,088
-1,418,391
| -94% | -$144M | 0.79% | 43 |
|
|
2018
Q4 | $147M | Buy |
1,502,479
+546,435
| +57% | +$53.3M | 10.42% | 1 |
|
|
2018
Q3 | $108M | Sell |
956,044
-360,499
| -27% | -$40.7M | 6.79% | 4 |
|
|
2018
Q2 | $137M | Buy |
1,316,543
+1,059,869
| +413% | +$110M | 9.91% | 2 |
|
|
2018
Q1 | $28.2M | Buy |
256,674
+97,030
| +61% | +$10.7M | 2.33% | 7 |
|
|
2017
Q4 | $17.1M | Sell |
159,644
-256,383
| -62% | -$27.4M | 1.55% | 9 |
|
|
2017
Q3 | $39.7M | Sell |
416,027
-3,865
| -0.9% | -$369K | 3.09% | 7 |
|
|
2017
Q2 | $38.4M | Buy |
419,892
+286,676
| +215% | +$26.2M | 3.49% | 5 |
|
|
2017
Q1 | $11.7M | Buy |
+133,216
| New | +$11.7M | 1.3% | 16 |
|
|
2016
Q4 | – | Sell |
-1,967,765
| Closed | -$131M | – | 63 |
|
|
2016
Q3 | $131M | Hold |
1,967,765
| – | – | 16.96% | 2 |
|
|
2016
Q2 | $122M | Buy |
1,967,765
+25,000
| +1% | +$1.55M | 12.77% | 2 |
|
|
2016
Q1 | $115M | Buy |
1,942,765
+1,651,845
| +568% | +$97.8M | 13.63% | 2 |
|
|
2015
Q4 | $19.2M | Buy |
290,920
+164,300
| +130% | +$10.8M | 3.05% | 4 |
|
|
2015
Q3 | $7.72M | Hold |
126,620
| – | – | 1.39% | 26 |
|
|
2015
Q2 | $8.86M | Hold |
126,620
| – | – | 2.43% | 5 |
|
|
2015
Q1 | $7.67M | Hold |
126,620
| – | – | 3.36% | 4 |
|
|
2014
Q4 | $7.92M | Hold |
126,620
| – | – | 2.35% | 5 |
|
|
2014
Q3 | $7.63M | Hold |
126,620
| – | – | 2.45% | 5 |
|
|
2014
Q2 | $7.3M | Hold |
126,620
| – | – | 2.13% | 4 |
|
|
2014
Q1 | $7.69M | Hold |
126,620
| – | – | 2.45% | 4 |
|
|
2013
Q4 | $7.4M | Buy |
126,620
+11,220
| +10% | +$656K | 2.43% | 4 |
|
|
2013
Q3 | $5.97M | Buy |
+115,400
| New | +$5.97M | 1.88% | 4 |
|