VDI
Vaughan David Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101M | Sell |
349,640
-2,651
| -0.8% | -$769K | 2.27% | 4 |
|
|
2025
Q1 | $86.4M | Sell |
352,291
-8,577
| -2% | -$2.1M | 2.02% | 3 |
|
|
2024
Q4 | $86.5M | Sell |
360,868
-5,262
| -1% | -$1.26M | 2.05% | 4 |
|
|
2024
Q3 | $77.2M | Sell |
366,130
-3,036
| -0.8% | -$640K | 1.78% | 5 |
|
|
2024
Q2 | $74.7M | Sell |
369,166
-6,044
| -2% | -$1.22M | 1.89% | 4 |
|
|
2024
Q1 | $75.2M | Buy |
375,210
+1,191
| +0.3% | +$239K | 1.87% | 3 |
|
|
2023
Q4 | $63.6M | Buy |
374,019
+1,512
| +0.4% | +$257K | 1.74% | 5 |
|
|
2023
Q3 | $54M | Buy |
372,507
+2,271
| +0.6% | +$329K | 1.64% | 7 |
|
|
2023
Q2 | $53.8M | Buy |
370,236
+1,311
| +0.4% | +$191K | 1.57% | 6 |
|
|
2023
Q1 | $48.1M | Sell |
368,925
-1,076
| -0.3% | -$140K | 1.45% | 9 |
|
|
2022
Q4 | $49.6M | Buy |
370,001
+204
| +0.1% | +$27.4K | 1.48% | 10 |
|
|
2022
Q3 | $38.6M | Buy |
369,797
+4,687
| +1% | +$490K | 1.29% | 19 |
|
|
2022
Q2 | $41.1M | Buy |
365,110
+10,049
| +3% | +$1.13M | 1.31% | 16 |
|
|
2022
Q1 | $48.4M | Buy |
355,061
+1,464
| +0.4% | +$200K | 1.43% | 13 |
|
|
2021
Q4 | $56M | Sell |
353,597
-270
| -0.1% | -$42.8K | 1.64% | 8 |
|
|
2021
Q3 | $57.9M | Sell |
353,867
-3,924
| -1% | -$642K | 1.85% | 5 |
|
|
2021
Q2 | $55.7M | Buy |
357,791
+1,193
| +0.3% | +$186K | 1.74% | 5 |
|
|
2021
Q1 | $54.3M | Sell |
356,598
-4,054
| -1% | -$617K | 1.72% | 7 |
|
|
2020
Q4 | $45.8M | Sell |
360,652
-1,814
| -0.5% | -$231K | 1.57% | 12 |
|
|
2020
Q3 | $34.9M | Buy |
362,466
+1,394
| +0.4% | +$134K | 1.35% | 23 |
|
|
2020
Q2 | $34M | Buy |
361,072
+6,460
| +2% | +$608K | 1.39% | 16 |
|
|
2020
Q1 | $31.9M | Sell |
354,612
-14,394
| -4% | -$1.3M | 1.48% | 14 |
|
|
2019
Q4 | $51.4M | Sell |
369,006
-8,467
| -2% | -$1.18M | 1.88% | 3 |
|
|
2019
Q3 | $44.4M | Sell |
377,473
-3,413
| -0.9% | -$402K | 1.7% | 7 |
|
|
2019
Q2 | $42.6M | Buy |
380,886
+2,033
| +0.5% | +$227K | 1.69% | 5 |
|
|
2019
Q1 | $38.4M | Sell |
378,853
-4,524
| -1% | -$458K | 1.62% | 10 |
|
|
2018
Q4 | $37.4M | Sell |
383,377
-6,497
| -2% | -$634K | 1.74% | 7 |
|
|
2018
Q3 | $44M | Sell |
389,874
-6,647
| -2% | -$750K | 1.86% | 5 |
|
|
2018
Q2 | $41.3M | Sell |
396,521
-9,647
| -2% | -$1.01M | 1.92% | 7 |
|
|
2018
Q1 | $44.7M | Sell |
406,168
-1,166
| -0.3% | -$128K | 2.11% | 3 |
|
|
2017
Q4 | $43.6M | Sell |
407,334
-97
| -0% | -$10.4K | 2.02% | 2 |
|
|
2017
Q3 | $38.9M | Sell |
407,431
-3,910
| -1% | -$373K | 1.91% | 2 |
|
|
2017
Q2 | $37.6M | Buy |
411,341
+5,808
| +1% | +$531K | 1.89% | 3 |
|
|
2017
Q1 | $35.6M | Sell |
405,533
-2,085
| -0.5% | -$183K | 1.85% | 2 |
|
|
2016
Q4 | $35.2M | Sell |
407,618
-10,050
| -2% | -$867K | 1.88% | 3 |
|
|
2016
Q3 | $27.8M | Buy |
417,668
+353
| +0.1% | +$23.5K | 1.51% | 12 |
|
|
2016
Q2 | $25.9M | Sell |
417,315
-13,039
| -3% | -$810K | 1.43% | 16 |
|
|
2016
Q1 | $25.5M | Buy |
430,354
+3,955
| +0.9% | +$234K | 1.45% | 14 |
|
|
2015
Q4 | $28.2M | Buy |
426,399
+3,598
| +0.9% | +$238K | 1.69% | 6 |
|
|
2015
Q3 | $25.8M | Sell |
422,801
-564
| -0.1% | -$34.4K | 1.63% | 7 |
|
|
2015
Q2 | $28.7M | Buy |
423,365
+1,231
| +0.3% | +$83.4K | 1.7% | 5 |
|
|
2015
Q1 | $25.6M | Sell |
422,134
-4,713
| -1% | -$286K | 1.52% | 13 |
|
|
2014
Q4 | $26.7M | Sell |
426,847
-7,863
| -2% | -$492K | 1.54% | 9 |
|
|
2014
Q3 | $26.2M | Buy |
434,710
+237
| +0.1% | +$14.3K | 1.6% | 9 |
|
|
2014
Q2 | $25M | Buy |
434,473
+2,083
| +0.5% | +$120K | 1.5% | 14 |
|
|
2014
Q1 | $26.3M | Buy |
432,390
+1,381
| +0.3% | +$83.8K | 1.64% | 8 |
|
|
2013
Q4 | $25.2M | Buy |
431,009
+1,874
| +0.4% | +$110K | 1.62% | 10 |
|
|
2013
Q3 | $22.2M | Sell |
429,135
-14,110
| -3% | -$729K | 1.54% | 15 |
|
|
2013
Q2 | $23.4M | Buy |
+443,245
| New | +$23.4M | 1.65% | 9 |
|