VW
Vantage Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
72,287
-1,676
| -2% | -$486K | 4.75% | 5 |
|
|
2025
Q1 | $18.1M | Sell |
73,963
-15,300
| -17% | -$3.75M | 4.1% | 13 |
|
|
2024
Q4 | $21.4M | Sell |
89,263
-534
| -0.6% | -$128K | 4.61% | 8 |
|
|
2024
Q3 | $18.9M | Sell |
89,797
-370
| -0.4% | -$78K | 4.1% | 14 |
|
|
2024
Q2 | $18.2M | Buy |
90,167
+420
| +0.5% | +$84.9K | 4.21% | 10 |
|
|
2024
Q1 | $18M | Sell |
89,747
-46,352
| -34% | -$9.28M | 4.19% | 11 |
|
|
2023
Q4 | $23.2M | Buy |
136,099
+7,556
| +6% | +$1.29M | 5.09% | 3 |
|
|
2023
Q3 | $18.6M | Sell |
128,543
-951
| -0.7% | -$138K | 4.67% | 5 |
|
|
2023
Q2 | $18.8M | Sell |
129,494
-1,015
| -0.8% | -$148K | 4.84% | 3 |
|
|
2023
Q1 | $17M | Sell |
130,509
-20,671
| -14% | -$2.69M | 4.72% | 8 |
|
|
2022
Q4 | $20.3M | Sell |
151,180
-6,755
| -4% | -$906K | 5.22% | 2 |
|
|
2022
Q3 | $16.5M | Buy |
157,935
+9,367
| +6% | +$979K | 4.55% | 7 |
|
|
2022
Q2 | $16.7M | Buy |
148,568
+24,043
| +19% | +$2.71M | 4.72% | 9 |
|
|
2022
Q1 | $17M | Buy |
124,525
+4,950
| +4% | +$675K | 3.77% | 19 |
|
|
2021
Q4 | $18.9M | Buy |
119,575
+2,831
| +2% | +$448K | 4.19% | 10 |
|
|
2021
Q3 | $19.1M | Sell |
116,744
-93
| -0.1% | -$15.2K | 4.9% | 4 |
|
|
2021
Q2 | $18.2M | Buy |
116,837
+607
| +0.5% | +$94.4K | 4.45% | 5 |
|
|
2021
Q1 | $17.7M | Sell |
116,230
-110
| -0.1% | -$16.7K | 4.52% | 6 |
|
|
2020
Q4 | $14.8M | Buy |
116,340
+2,165
| +2% | +$275K | 3.98% | 9 |
|
|
2020
Q3 | $11M | Buy |
114,175
+4,245
| +4% | +$409K | 3.53% | 21 |
|
|
2020
Q2 | $10.3M | Sell |
109,930
-373
| -0.3% | -$35.1K | 3.72% | 19 |
|
|
2020
Q1 | $9.93M | Buy |
110,303
+27,995
| +34% | +$2.52M | 4.22% | 12 |
|
|
2019
Q4 | $11.5M | Sell |
82,308
-1,792
| -2% | -$250K | 4.27% | 5 |
|
|
2019
Q3 | $9.9M | Buy |
84,100
+959
| +1% | +$113K | 4.04% | 8 |
|
|
2019
Q2 | $9.3M | Buy |
83,141
+290
| +0.4% | +$32.4K | 3.84% | 10 |
|
|
2019
Q1 | $8.39M | Buy |
82,851
+1,480
| +2% | +$150K | 3.73% | 19 |
|
|
2018
Q4 | $7.94M | Buy |
81,371
+925
| +1% | +$90.3K | 4.1% | 14 |
|
|
2018
Q3 | $9.08M | Buy |
80,446
+698
| +0.9% | +$78.8K | 3.92% | 13 |
|
|
2018
Q2 | $8.31M | Sell |
79,748
-676
| -0.8% | -$70.4K | 4% | 13 |
|
|
2018
Q1 | $8.84M | Sell |
80,424
-13,496
| -14% | -$1.48M | 4.49% | 5 |
|
|
2017
Q4 | $8.97M | Hold |
93,920
| – | – | 4.75% | 7 |
|
|
2017
Q3 | $8.97M | Sell |
93,920
-400
| -0.4% | -$38.2K | 4.75% | 7 |
|
|
2017
Q2 | $8.62M | Sell |
94,320
-1,435
| -1% | -$131K | 4.6% | 5 |
|
|
2017
Q1 | $8.41M | Sell |
95,755
-12,580
| -12% | -$1.11M | 4.59% | 7 |
|
|
2016
Q4 | $9.35M | Sell |
108,335
-25,384
| -19% | -$2.19M | 5.14% | 5 |
|
|
2016
Q3 | $8.9M | Buy |
133,719
+945
| +0.7% | +$62.9K | 5.07% | 7 |
|
|
2016
Q2 | $8.25M | Buy |
132,774
+3,325
| +3% | +$207K | 5.25% | 7 |
|
|
2016
Q1 | $7.67M | Buy |
129,449
+925
| +0.7% | +$54.8K | 4.86% | 9 |
|
|
2015
Q4 | $8.49M | Sell |
128,524
-300
| -0.2% | -$19.8K | 4.88% | 3 |
|
|
2015
Q3 | $7.85M | Buy |
128,824
+4,075
| +3% | +$248K | 4.79% | 3 |
|
|
2015
Q2 | $8.45M | Buy |
124,749
+425
| +0.3% | +$28.8K | 4.91% | 2 |
|
|
2015
Q1 | $7.53M | Buy |
124,324
+7,415
| +6% | +$449K | 4.37% | 3 |
|
|
2014
Q4 | $7.32M | Buy |
116,909
+1,860
| +2% | +$116K | 4.28% | 3 |
|
|
2014
Q3 | $6.93M | Buy |
115,049
+1,380
| +1% | +$83.1K | 4.44% | 4 |
|
|
2014
Q2 | $6.37M | Sell |
113,669
-2,080
| -2% | -$117K | 4.24% | 7 |
|
|
2014
Q1 | $7.03M | Buy |
115,749
+3,200
| +3% | +$194K | 4.49% | 5 |
|
|
2013
Q4 | $6.58M | Buy |
112,549
+505
| +0.5% | +$29.5K | 4.25% | 5 |
|
|
2013
Q3 | $5.79M | Sell |
112,044
-1,000
| -0.9% | -$51.7K | 4.56% | 7 |
|
|
2013
Q2 | $5.97M | Buy |
+113,044
| New | +$5.97M | 4.74% | 4 |
|