Venture Visionary Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.2M | Buy |
238,863
+6,791
| +3% | +$1.97M | 2.6% | 6 |
|
|
2025
Q1 | $56.9M | Buy |
232,072
+16,827
| +8% | +$4.13M | 2.38% | 7 |
|
|
2024
Q4 | $51.6M | Sell |
215,245
-2,874
| -1% | -$689K | 2.19% | 7 |
|
|
2024
Q3 | $46M | Buy |
218,119
+1,640
| +0.8% | +$346K | 2% | 8 |
|
|
2024
Q2 | $43.8M | Buy |
216,479
+1,787
| +0.8% | +$361K | 2.01% | 7 |
|
|
2024
Q1 | $43M | Sell |
214,692
-27,100
| -11% | -$5.43M | 2.04% | 7 |
|
|
2023
Q4 | $41.1M | Sell |
241,792
-238
| -0.1% | -$40.5K | 2.17% | 7 |
|
|
2023
Q3 | $35.1M | Buy |
242,030
+3,214
| +1% | +$466K | 2.11% | 7 |
|
|
2023
Q2 | $34.7M | Buy |
238,816
+1,990
| +0.8% | +$289K | 2.04% | 8 |
|
|
2023
Q1 | $30.9M | Sell |
236,826
-1,468
| -0.6% | -$191K | 1.95% | 8 |
|
|
2022
Q4 | $32M | Buy |
238,294
+10,550
| +5% | +$1.41M | 2.31% | 7 |
|
|
2022
Q3 | $23.8M | Buy |
227,744
+7,747
| +4% | +$810K | 1.93% | 8 |
|
|
2022
Q2 | $24.8M | Buy |
219,997
+5,059
| +2% | +$570K | 1.88% | 8 |
|
|
2022
Q1 | $29.3M | Buy |
214,938
+1,458
| +0.7% | +$199K | 1.95% | 7 |
|
|
2021
Q4 | $33.8M | Buy |
213,480
+2,051
| +1% | +$325K | 2.2% | 8 |
|
|
2021
Q3 | $34.6M | Buy |
211,429
+16,637
| +9% | +$2.72M | 2.46% | 5 |
|
|
2021
Q2 | $30.3M | Sell |
194,792
-9,963
| -5% | -$1.55M | 2.43% | 6 |
|
|
2021
Q1 | $31.2M | Buy |
204,755
+125,305
| +158% | +$19.1M | 2.6% | 4 |
|
|
2020
Q4 | $10.1M | Buy |
79,450
+53,949
| +212% | +$6.85M | 1.11% | 19 |
|
|
2020
Q3 | $2.46M | Buy |
25,501
+160
| +0.6% | +$15.4K | 0.6% | 33 |
|
|
2020
Q2 | $2.38M | Buy |
25,341
+1,679
| +7% | +$158K | 0.69% | 31 |
|
|
2020
Q1 | $2.13M | Buy |
23,662
+4,502
| +23% | +$405K | 0.8% | 27 |
|
|
2019
Q4 | $2.67M | Buy |
+19,160
| New | +$2.67M | 0.81% | 25 |
|