VAM
Verity Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
1,247
-10
| -0.8% | -$2.9K | 0.17% | 136 |
|
|
2025
Q1 | $308K | Sell |
1,257
-25
| -2% | -$6.13K | 0.13% | 145 |
|
|
2024
Q4 | $250K | Buy |
1,282
+7
| +0.5% | +$1.37K | 0.14% | 155 |
|
|
2024
Q3 | $269K | Sell |
1,275
-130
| -9% | -$27.4K | 0.1% | 170 |
|
|
2024
Q2 | $284K | Sell |
1,405
-4
| -0.3% | -$809 | 0.11% | 151 |
|
|
2024
Q1 | $282K | Buy |
1,409
+1
| +0.1% | +$200 | 0.16% | 150 |
|
|
2023
Q4 | $240K | Buy |
+1,408
| New | +$240K | 0.15% | 155 |
|
|
2023
Q2 | – | Sell |
-1,778
| Closed | -$232K | – | 181 |
|
|
2023
Q1 | $232K | Sell |
1,778
-35
| -2% | -$4.56K | 0.14% | 152 |
|
|
2022
Q4 | $243K | Sell |
1,813
-164
| -8% | -$22K | 0.21% | 142 |
|
|
2022
Q3 | $207K | Buy |
+1,977
| New | +$207K | 0.21% | 156 |
|
|
2022
Q1 | $389K | Buy |
2,844
+1,508
| +113% | +$206K | 0.25% | 128 |
|
|
2021
Q4 | $211K | Buy |
1,336
+39
| +3% | +$6.16K | 0.12% | 182 |
|
|
2021
Q3 | $212K | Sell |
1,297
-265
| -17% | -$43.3K | 0.14% | 172 |
|
|
2021
Q2 | $243K | Buy |
1,562
+69
| +5% | +$10.7K | 0.13% | 188 |
|
|
2021
Q1 | $227K | Buy |
+1,493
| New | +$227K | 0.14% | 194 |
|
|
2020
Q2 | – | Sell |
-17,270
| Closed | -$1.56M | – | 138 |
|
|
2020
Q1 | $1.56M | Buy |
17,270
+13,169
| +321% | +$1.19M | 1.96% | 10 |
|
|
2019
Q4 | $572K | Sell |
4,101
-172
| -4% | -$24K | 0.57% | 56 |
|
|
2019
Q3 | $499K | Buy |
4,273
+520
| +14% | +$60.7K | 0.52% | 65 |
|
|
2019
Q2 | $420K | Buy |
+3,753
| New | +$420K | 0.47% | 74 |
|
|
2018
Q4 | – | Sell |
-16,725
| Closed | -$1.89M | – | 134 |
|
|
2018
Q3 | $1.89M | Buy |
+16,725
| New | +$1.89M | 1.86% | 12 |
|