VCA
Verdence Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
82,574
+2,389
| +3% | +$693K | 1.64% | 7 |
|
|
2025
Q1 | $19.7M | Sell |
80,185
-454
| -0.6% | -$111K | 1.5% | 8 |
|
|
2024
Q4 | $19.3M | Sell |
80,639
-2,306
| -3% | -$553K | 1.55% | 7 |
|
|
2024
Q3 | $17.5M | Sell |
82,945
-6,996
| -8% | -$1.48M | 1.39% | 7 |
|
|
2024
Q2 | $18.2M | Buy |
89,941
+205
| +0.2% | +$41.5K | 1.62% | 5 |
|
|
2024
Q1 | $18M | Sell |
89,736
-2,406
| -3% | -$482K | 1.64% | 4 |
|
|
2023
Q4 | $15.7M | Sell |
92,142
-12,047
| -12% | -$2.05M | 1.52% | 5 |
|
|
2023
Q3 | $15.1M | Buy |
104,189
+5,462
| +6% | +$792K | 1.64% | 4 |
|
|
2023
Q2 | $14.4M | Buy |
98,727
+3,228
| +3% | +$469K | 1.67% | 4 |
|
|
2023
Q1 | $12.4M | Sell |
95,499
-1,164
| -1% | -$152K | 1.5% | 4 |
|
|
2022
Q4 | $13M | Sell |
96,663
-3,365
| -3% | -$451K | 1.59% | 7 |
|
|
2022
Q3 | $10.5M | Buy |
100,028
+3,421
| +4% | +$357K | 1.44% | 6 |
|
|
2022
Q2 | $10.9M | Sell |
96,607
-2,289
| -2% | -$258K | 1.41% | 6 |
|
|
2022
Q1 | $13.5M | Buy |
98,896
+20,987
| +27% | +$2.86M | 1.53% | 6 |
|
|
2021
Q4 | $12.3M | Buy |
77,909
+422
| +0.5% | +$66.8K | 1.45% | 7 |
|
|
2021
Q3 | $12.7M | Sell |
77,487
-874
| -1% | -$143K | 1.67% | 6 |
|
|
2021
Q2 | $12.2M | Buy |
78,361
+19,117
| +32% | +$2.97M | 1.69% | 6 |
|
|
2021
Q1 | $9.02M | Sell |
59,244
-3,248
| -5% | -$494K | 1.52% | 7 |
|
|
2020
Q4 | $7.94M | Buy |
62,492
+1,212
| +2% | +$154K | 1.51% | 8 |
|
|
2020
Q3 | $5.9M | Buy |
61,280
+983
| +2% | +$94.6K | 1.35% | 11 |
|
|
2020
Q2 | $5.67M | Buy |
60,297
+1,342
| +2% | +$126K | 1.4% | 11 |
|
|
2020
Q1 | $5.31M | Buy |
58,955
+3,047
| +5% | +$274K | 1.59% | 11 |
|
|
2019
Q4 | $7.79M | Sell |
55,908
-424
| -0.8% | -$59.1K | 1.91% | 5 |
|
|
2019
Q3 | $6.63M | Sell |
56,332
-4,101
| -7% | -$483K | 1.86% | 5 |
|
|
2019
Q2 | $6.76M | Sell |
60,433
-10,777
| -15% | -$1.2M | 1.94% | 5 |
|
|
2019
Q1 | $7.21M | Buy |
71,210
+10,386
| +17% | +$1.05M | 1.95% | 8 |
|
|
2018
Q4 | $5.94M | Sell |
60,824
-1,140
| -2% | -$111K | 1.66% | 13 |
|
|
2018
Q3 | $6.99M | Sell |
61,964
-1,426
| -2% | -$161K | 1.73% | 14 |
|
|
2018
Q2 | $6.61M | Buy |
63,390
+9,721
| +18% | +$1.01M | 1.61% | 15 |
|
|
2018
Q1 | $5.9M | Buy |
53,669
+24,599
| +85% | +$2.71M | 1.42% | 18 |
|
|
2017
Q4 | $3.11M | Buy |
+29,070
| New | +$3.11M | 0.74% | 39 |
|