VRM
Vectors Research Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
15,196
-603
| -4% | -$175K | 1.51% | 19 |
|
|
2025
Q1 | $3.88M | Buy |
15,799
+1,133
| +8% | +$278K | 1.36% | 18 |
|
|
2024
Q4 | $3.52M | Sell |
14,666
-1,901
| -11% | -$456K | 1.2% | 23 |
|
|
2024
Q3 | $3.49M | Sell |
16,567
-383
| -2% | -$80.7K | 1.06% | 27 |
|
|
2024
Q2 | $3.43M | Sell |
16,950
-570
| -3% | -$115K | 1.05% | 29 |
|
|
2024
Q1 | $3.51M | Sell |
17,520
-27,083
| -61% | -$5.42M | 0.99% | 25 |
|
|
2023
Q4 | $3.12M | Buy |
44,603
+25,520
| +134% | +$1.79M | 0.88% | 26 |
|
|
2023
Q3 | $2.58M | Sell |
19,083
-3,338
| -15% | -$451K | 0.84% | 29 |
|
|
2023
Q2 | $3.26M | Sell |
22,421
-1,635
| -7% | -$238K | 0.93% | 24 |
|
|
2023
Q1 | $3.14M | Sell |
24,056
-233
| -1% | -$30.4K | 0.81% | 29 |
|
|
2022
Q4 | $3.26M | Sell |
24,289
-11,657
| -32% | -$1.56M | 0.84% | 28 |
|
|
2022
Q3 | $3.76M | Sell |
35,946
-1,121
| -3% | -$117K | 1.06% | 20 |
|
|
2022
Q2 | $4.17M | Sell |
37,067
-3,631
| -9% | -$409K | 1.06% | 21 |
|
|
2022
Q1 | $5.55M | Buy |
40,698
+1,555
| +4% | +$212K | 1.22% | 18 |
|
|
2021
Q4 | $6.2M | Buy |
39,143
+991
| +3% | +$157K | 1.31% | 20 |
|
|
2021
Q3 | $6.25M | Buy |
38,152
+663
| +2% | +$109K | 1.47% | 18 |
|
|
2021
Q2 | $5.83M | Buy |
37,489
+1,258
| +3% | +$196K | 1.49% | 19 |
|
|
2021
Q1 | $5.52M | Sell |
36,231
-54
| -0.1% | -$8.22K | 1.52% | 17 |
|
|
2020
Q4 | $4.61M | Buy |
36,285
+259
| +0.7% | +$32.9K | 1.42% | 16 |
|
|
2020
Q3 | $3.47M | Buy |
36,026
+736
| +2% | +$71K | 1.27% | 23 |
|
|
2020
Q2 | $3.32M | Buy |
35,290
+4,120
| +13% | +$387K | 1.31% | 19 |
|
|
2020
Q1 | $2.81M | Buy |
31,170
+10,714
| +52% | +$965K | 1.33% | 20 |
|
|
2019
Q4 | $2.85M | Buy |
20,456
+2,620
| +15% | +$365K | 1.15% | 21 |
|
|
2019
Q3 | $2.1M | Buy |
17,836
+697
| +4% | +$82K | 1.03% | 22 |
|
|
2019
Q2 | $1.92M | Buy |
17,139
+1,832
| +12% | +$205K | 1.04% | 24 |
|
|
2019
Q1 | $1.55M | Buy |
15,307
+1,364
| +10% | +$138K | 0.88% | 28 |
|
|
2018
Q4 | $1.36M | Buy |
13,943
+1,760
| +14% | +$172K | 0.65% | 48 |
|
|
2018
Q3 | $1.28M | Buy |
+12,183
| New | +$1.28M | 0.79% | 29 |
|