VPP
Vertex Planning Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
2,260
-9
| -0.4% | -$2.61K | 0.14% | 86 |
|
|
2025
Q1 | $557K | Sell |
2,269
-57
| -2% | -$14K | 0.12% | 94 |
|
|
2024
Q4 | $558K | Buy |
2,326
+46
| +2% | +$11K | 0.12% | 98 |
|
|
2024
Q3 | $481K | Buy |
2,280
+1
| +0% | +$211 | 0.11% | 94 |
|
|
2024
Q2 | $461K | Buy |
2,279
+243
| +12% | +$49.1K | 0.12% | 91 |
|
|
2024
Q1 | $408K | Sell |
2,036
-545
| -21% | -$109K | 0.11% | 104 |
|
|
2023
Q4 | $439K | Buy |
2,581
+711
| +38% | +$121K | 0.13% | 92 |
|
|
2023
Q3 | $271K | Sell |
1,870
-130
| -7% | -$18.9K | 0.09% | 113 |
|
|
2023
Q2 | $291K | Buy |
+2,000
| New | +$291K | 0.1% | 112 |
|
|
2023
Q1 | – | Sell |
-3,479
| Closed | -$467K | – | 136 |
|
|
2022
Q4 | $467K | Buy |
+3,479
| New | +$467K | 0.18% | 70 |
|