VNIM
Vaughan Nelson Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211M | Sell |
728,362
-39,342
| -5% | -$11.4M | 1.98% | 7 |
|
|
2025
Q1 | $188M | Sell |
767,704
-52,006
| -6% | -$12.8M | 1.88% | 11 |
|
|
2024
Q4 | $196M | Sell |
819,710
-298,967
| -27% | -$71.7M | 1.83% | 10 |
|
|
2024
Q3 | $236M | Sell |
1,118,677
-228,847
| -17% | -$48.3M | 2.1% | 9 |
|
|
2024
Q2 | $273M | Buy |
1,347,524
+54,565
| +4% | +$11M | 2.52% | 7 |
|
|
2024
Q1 | $259M | Buy |
1,292,959
+471,991
| +57% | +$94.5M | 2.27% | 7 |
|
|
2023
Q4 | $140M | Buy |
820,968
+795,488
| +3,122% | +$135M | 1.39% | 21 |
|
|
2023
Q3 | $3.7M | Hold |
25,480
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $3.71M | Sell |
25,480
-2,185
| -8% | -$318K | 0.04% | 159 |
|
|
2023
Q1 | $3.61M | Sell |
27,665
-5,130
| -16% | -$668K | 0.04% | 149 |
|
|
2022
Q4 | $4.4M | Buy |
32,795
+900
| +3% | +$121K | 0.06% | 153 |
|
|
2022
Q3 | $3.33M | Hold |
31,895
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $3.59M | Hold |
31,895
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $4.35M | Buy |
31,895
+5,825
| +22% | +$794K | 0.05% | 148 |
|
|
2021
Q4 | $4.13M | Sell |
26,070
-1,065
| -4% | -$169K | 0.04% | 148 |
|
|
2021
Q3 | $4.44M | Buy |
27,135
+3,465
| +15% | +$567K | 0.05% | 145 |
|
|
2021
Q2 | $3.68M | Buy |
23,670
+2,025
| +9% | +$315K | 0.04% | 145 |
|
|
2021
Q1 | $3.3M | Buy |
21,645
+1,050
| +5% | +$160K | 0.04% | 138 |
|
|
2020
Q4 | $2.62M | Buy |
20,595
+9,400
| +84% | +$1.19M | 0.03% | 144 |
|
|
2020
Q3 | $1.08M | Hold |
11,195
| – | – | 0.02% | 164 |
|
|
2020
Q2 | $1.05M | Hold |
11,195
| – | – | 0.02% | 178 |
|
|
2020
Q1 | $1.01M | Hold |
11,195
| – | – | 0.02% | 182 |
|
|
2019
Q4 | $1.56M | Sell |
11,195
-2,300
| -17% | -$321K | 0.02% | 163 |
|
|
2019
Q3 | $1.59M | Hold |
13,495
| – | – | 0.02% | 160 |
|
|
2019
Q2 | $1.51M | Hold |
13,495
| – | – | 0.02% | 170 |
|
|
2019
Q1 | $1.37M | Hold |
13,495
| – | – | 0.02% | 175 |
|
|
2018
Q4 | $1.32M | Sell |
13,495
-1,750
| -11% | -$171K | 0.02% | 175 |
|
|
2018
Q3 | $1.72M | Hold |
15,245
| – | – | 0.02% | 172 |
|
|
2018
Q2 | $1.59M | Hold |
15,245
| – | – | 0.02% | 169 |
|
|
2018
Q1 | $1.68M | Hold |
15,245
| – | – | 0.02% | 168 |
|
|
2017
Q4 | $1.63M | Hold |
15,245
| – | – | 0.02% | 173 |
|
|
2017
Q3 | $1.46M | Hold |
15,245
| – | – | 0.02% | 178 |
|
|
2017
Q2 | $1.39M | Hold |
15,245
| – | – | 0.02% | 178 |
|
|
2017
Q1 | $1.34M | Buy |
15,245
+6,550
| +75% | +$575K | 0.02% | 164 |
|
|
2016
Q4 | $750K | Hold |
8,695
| – | – | 0.01% | 171 |
|
|
2016
Q3 | $579K | Buy |
+8,695
| New | +$579K | 0.01% | 175 |
|