VWM
VCI Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
11,825
+907
| +8% | +$263K | 1.2% | 19 |
|
|
2025
Q1 | $2.68M | Sell |
10,918
-63
| -0.6% | -$15.5K | 1.12% | 18 |
|
|
2024
Q4 | $2.63M | Buy |
10,981
+1,176
| +12% | +$282K | 1.12% | 22 |
|
|
2024
Q3 | $2.07M | Buy |
9,805
+6,821
| +229% | +$1.44M | 0.92% | 32 |
|
|
2024
Q2 | $604K | Sell |
2,984
-221
| -7% | -$44.7K | 0.3% | 77 |
|
|
2024
Q1 | $642K | Buy |
3,205
+821
| +34% | +$164K | 0.43% | 62 |
|
|
2023
Q4 | $406K | Buy |
+2,384
| New | +$406K | 0.25% | 86 |
|