Verus Capital Partners’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 | $4.45M | Buy |
15,354
+553
| +4% | +$160K | 0.37% | 45 |
|
|
2025
Q1 | $3.63M | Buy |
14,801
+494
| +3% | +$121K | 0.34% | 47 |
|
|
2024
Q4 | $3.43M | Sell |
14,307
-896
| -6% | -$215K | 0.31% | 49 |
|
|
2024
Q3 | $3.21M | Sell |
15,203
-7
| -0% | -$1.48K | 0.29% | 49 |
|
|
2024
Q2 | $3.08M | Buy |
15,210
+1,631
| +12% | +$330K | 0.3% | 50 |
|
|
2024
Q1 | $2.72M | Buy |
13,579
+213
| +2% | +$42.7K | 0.3% | 49 |
|
|
2023
Q4 | $2.27M | Sell |
13,366
-70
| -0.5% | -$11.9K | 0.28% | 56 |
|
|
2023
Q3 | $1.95M | Sell |
13,436
-417
| -3% | -$60.5K | 0.27% | 61 |
|
|
2023
Q2 | $2.01M | Buy |
13,853
+500
| +4% | +$72.7K | 0.29% | 57 |
|
|
2023
Q1 | $1.74M | Buy |
13,353
+352
| +3% | +$45.9K | 0.27% | 63 |
|
|
2022
Q4 | $1.74M | Buy |
13,001
+19
| +0.1% | +$2.55K | 0.33% | 52 |
|
|
2022
Q3 | $1.36M | Sell |
12,982
-2,576
| -17% | -$269K | 0.26% | 61 |
|
|
2022
Q2 | $1.87M | Sell |
15,558
-1,713
| -10% | -$205K | 0.37% | 43 |
|
|
2022
Q1 | $2.2M | Buy |
+17,271
| New | +$2.2M | 0.34% | 49 |
|
|
2020
Q1 | $947K | Buy |
10,521
+2,515
| +31% | +$226K | 0.3% | 54 |
|
|
2019
Q4 | $1.12M | Buy |
+8,006
| New | +$1.12M | 0.37% | 49 |
|