Versant Capital Management’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 | $2.37M | Buy |
8,178
+868
| +12% | +$252K | 0.36% | 42 |
|
|
2025
Q1 | $1.79M | Buy |
7,310
+3,513
| +93% | +$862K | 0.3% | 47 |
|
|
2024
Q4 | $910K | Buy |
3,797
+1,028
| +37% | +$246K | 0.2% | 64 |
|
|
2024
Q3 | $584K | Buy |
2,769
+705
| +34% | +$149K | 0.13% | 82 |
|
|
2024
Q2 | $417K | Buy |
2,064
+831
| +67% | +$168K | 0.11% | 84 |
|
|
2024
Q1 | $247K | Sell |
1,233
-739
| -37% | -$148K | 0.07% | 113 |
|
|
2023
Q4 | $335K | Sell |
1,972
-77
| -4% | -$13.1K | 0.1% | 90 |
|
|
2023
Q3 | $297K | Hold |
2,049
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $298K | Sell |
2,049
-519
| -20% | -$75.5K | 0.1% | 95 |
|
|
2023
Q1 | $335K | Buy |
2,568
+1,157
| +82% | +$151K | 0.11% | 87 |
|
|
2022
Q4 | $189K | Hold |
1,411
| – | – | 0.07% | 103 |
|
|
2022
Q3 | $147K | Buy |
1,411
+88
| +7% | +$9.17K | 0.06% | 120 |
|
|
2022
Q2 | $149K | Sell |
1,323
-18
| -1% | -$2.03K | 0.05% | 122 |
|
|
2022
Q1 | $183K | Buy |
1,341
+415
| +45% | +$56.6K | 0.06% | 117 |
|
|
2021
Q4 | $147K | Buy |
926
+2
| +0.2% | +$317 | 0.05% | 124 |
|
|
2021
Q3 | $151K | Buy |
924
+113
| +14% | +$18.5K | 0.05% | 119 |
|
|
2021
Q2 | $126K | Sell |
811
-10,207
| -93% | -$1.59M | 0.05% | 128 |
|
|
2021
Q1 | $1.68M | Sell |
11,018
-1,000
| -8% | -$152K | 0.61% | 29 |
|
|
2020
Q4 | $1.53M | Sell |
12,018
-4
| -0% | -$508 | 0.6% | 28 |
|
|
2020
Q3 | $1.16M | Sell |
12,022
-435
| -3% | -$41.9K | 0.52% | 28 |
|
|
2020
Q2 | $1.17M | Sell |
12,457
-251
| -2% | -$23.6K | 0.54% | 28 |
|
|
2020
Q1 | $1.14M | Buy |
12,708
+575
| +5% | +$51.8K | 0.6% | 29 |
|
|
2019
Q4 | $1.69M | Sell |
12,133
-221
| -2% | -$30.8K | 0.85% | 27 |
|
|
2019
Q3 | $1.45M | Sell |
12,354
-26
| -0.2% | -$3.06K | 0.68% | 28 |
|
|
2019
Q2 | $1.38M | Sell |
12,380
-325
| -3% | -$36.3K | 0.63% | 30 |
|
|
2019
Q1 | $1.29M | Buy |
12,705
+7
| +0.1% | +$709 | 0.55% | 29 |
|
|
2018
Q4 | $1.24M | Sell |
12,698
-33
| -0.3% | -$3.22K | 0.57% | 27 |
|
|
2018
Q3 | $1.44M | Sell |
12,731
-432
| -3% | -$48.7K | 0.59% | 26 |
|
|
2018
Q2 | $1.37M | Sell |
13,163
-80
| -0.6% | -$8.33K | 0.58% | 27 |
|
|
2018
Q1 | $1.46M | Sell |
13,243
-176
| -1% | -$19.4K | 0.6% | 28 |
|
|
2017
Q4 | $1.44M | Buy |
13,419
+9,496
| +242% | +$1.02M | 0.58% | 30 |
|
|
2017
Q3 | $374K | Sell |
3,923
-102
| -3% | -$9.72K | 0.2% | 52 |
|
|
2017
Q2 | $367K | Buy |
4,025
+310
| +8% | +$28.3K | 0.2% | 52 |
|
|
2017
Q1 | $326K | Buy |
3,715
+104
| +3% | +$9.13K | 0.18% | 51 |
|
|
2016
Q4 | $311K | Buy |
3,611
+851
| +31% | +$73.3K | 0.18% | 52 |
|
|
2016
Q3 | $183K | Sell |
2,760
-187
| -6% | -$12.4K | 0.1% | 82 |
|
|
2016
Q2 | $183K | Sell |
2,947
-18
| -0.6% | -$1.12K | 0.11% | 76 |
|
|
2016
Q1 | $175K | Sell |
2,965
-134
| -4% | -$7.91K | 0.11% | 78 |
|
|
2015
Q4 | $204K | Buy |
+3,099
| New | +$204K | 0.13% | 65 |
|