Verus Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $574K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $2.07M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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