VFP
Verus Financial Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
3,054
+854
| +39% | +$242K | 0.09% | 48 |
|
|
2025
Q1 | $513K | Buy |
2,200
+291
| +15% | +$67.8K | 0.06% | 52 |
|
|
2024
Q4 | $458K | Buy |
1,909
+2
| +0.1% | +$480 | 0.05% | 58 |
|
|
2024
Q3 | $395K | Sell |
1,907
-144
| -7% | -$29.8K | 0.04% | 64 |
|
|
2024
Q2 | $415K | Buy |
2,051
+2
| +0.1% | +$404 | 0.05% | 61 |
|
|
2024
Q1 | $411K | Buy |
2,049
+1
| +0% | +$200 | 0.05% | 64 |
|
|
2023
Q4 | $353K | Sell |
2,048
-21
| -1% | -$3.62K | 0.04% | 70 |
|
|
2023
Q3 | $306K | Buy |
2,069
+1
| +0% | +$148 | 0.04% | 75 |
|
|
2023
Q2 | $324K | Sell |
2,068
-235
| -10% | -$36.8K | 0.04% | 72 |
|
|
2023
Q1 | $309K | Buy |
2,303
+85
| +4% | +$11.4K | 0.04% | 70 |
|
|
2022
Q4 | $310K | Sell |
2,218
-648
| -23% | -$90.7K | 0.04% | 72 |
|
|
2022
Q3 | $341K | Buy |
2,866
+280
| +11% | +$33.3K | 0.05% | 69 |
|
|
2022
Q2 | $298K | Sell |
2,586
-604
| -19% | -$69.6K | 0.04% | 72 |
|
|
2022
Q1 | $420K | Sell |
3,190
-13
| -0.4% | -$1.71K | 0.06% | 60 |
|
|
2021
Q4 | $507K | Sell |
3,203
-241
| -7% | -$38.1K | 0.07% | 52 |
|
|
2021
Q3 | $574K | Buy |
3,444
+248
| +8% | +$41.3K | 0.09% | 46 |
|
|
2021
Q2 | $479K | Buy |
3,196
+520
| +19% | +$77.9K | 0.07% | 51 |
|
|
2021
Q1 | $415K | Sell |
2,676
-67
| -2% | -$10.4K | 0.07% | 56 |
|
|
2020
Q4 | $349K | Sell |
2,743
-18,763
| -87% | -$2.39M | 0.06% | 62 |
|
|
2020
Q3 | $2.07M | Buy |
+21,506
| New | +$2.07M | 0.76% | 22 |
|
|
2020
Q1 | – | Sell |
-1,792
| Closed | -$250K | – | 71 |
|
|
2019
Q4 | $250K | Buy |
+1,792
| New | +$250K | 0.08% | 63 |
|