VeraBank’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 | $6.82M | Buy |
23,515
+3,102
| +15% | +$899K | 1.37% | 17 |
|
|
2025
Q1 | $5.01M | Sell |
20,413
-631
| -3% | -$155K | 1.4% | 16 |
|
|
2024
Q4 | $5.04M | Sell |
21,044
-27
| -0.1% | -$6.47K | 1.42% | 15 |
|
|
2024
Q3 | $4.44M | Sell |
21,071
-273
| -1% | -$57.6K | 1.3% | 18 |
|
|
2024
Q2 | $4.32M | Sell |
21,344
-147
| -0.7% | -$29.7K | 1.34% | 18 |
|
|
2024
Q1 | $4.3M | Sell |
21,491
-122
| -0.6% | -$24.4K | 1.34% | 18 |
|
|
2023
Q4 | $3.68M | Sell |
21,613
-84
| -0.4% | -$14.3K | 1.24% | 18 |
|
|
2023
Q3 | $3.15M | Buy |
21,697
+80
| +0.4% | +$11.6K | 1.21% | 17 |
|
|
2023
Q2 | $3.14M | Buy |
21,617
+253
| +1% | +$36.8K | 1.21% | 20 |
|
|
2023
Q1 | $2.78M | Sell |
21,364
-1,129
| -5% | -$147K | 1.3% | 16 |
|
|
2022
Q4 | $3.02M | Sell |
22,493
-6
| -0% | -$805 | 1.51% | 13 |
|
|
2022
Q3 | $2.35M | Sell |
22,499
-156
| -0.7% | -$16.3K | 1.48% | 15 |
|
|
2022
Q2 | $2.55M | Buy |
22,655
+1,213
| +6% | +$137K | 1.49% | 14 |
|
|
2022
Q1 | $2.92M | Sell |
21,442
-561
| -3% | -$76.5K | 1.51% | 14 |
|
|
2021
Q4 | $3.48M | Buy |
22,003
+560
| +3% | +$88.7K | 1.76% | 11 |
|
|
2021
Q3 | $3.51M | Buy |
21,443
+770
| +4% | +$126K | 1.99% | 10 |
|
|
2021
Q2 | $3.22M | Buy |
20,673
+854
| +4% | +$133K | 1.91% | 11 |
|
|
2021
Q1 | $3.02M | Buy |
19,819
+250
| +1% | +$38.1K | 1.96% | 8 |
|
|
2020
Q4 | $2.49M | Sell |
19,569
-232
| -1% | -$29.5K | 1.75% | 12 |
|
|
2020
Q3 | $1.91M | Sell |
19,801
-517
| -3% | -$49.8K | 1.46% | 20 |
|
|
2020
Q2 | $1.91M | Buy |
20,318
+225
| +1% | +$21.2K | 1.56% | 18 |
|
|
2020
Q1 | $1.81M | Buy |
20,093
+1,534
| +8% | +$138K | 1.76% | 14 |
|
|
2019
Q4 | $2.59M | Buy |
18,559
+2,320
| +14% | +$323K | 2.09% | 8 |
|
|
2019
Q3 | $1.91M | Buy |
16,239
+106
| +0.7% | +$12.5K | 1.72% | 13 |
|
|
2019
Q2 | $1.8M | Sell |
16,133
-147
| -0.9% | -$16.4K | 1.69% | 15 |
|
|
2019
Q1 | $1.65M | Sell |
16,280
-55
| -0.3% | -$5.57K | 1.57% | 21 |
|
|
2018
Q4 | $1.6M | Buy |
+16,335
| New | +$1.6M | 1.72% | 16 |
|