Vest Financial’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 | $56.4M | Buy |
194,666
+10,525
| +6% | +$3.05M | 0.8% | 43 |
|
|
2025
Q1 | $45.2M | Buy |
184,141
+33,618
| +22% | +$8.25M | 0.7% | 71 |
|
|
2024
Q4 | $36.1M | Buy |
150,523
+10,834
| +8% | +$2.6M | 0.64% | 71 |
|
|
2024
Q3 | $29.5M | Buy |
139,689
+24,085
| +21% | +$5.08M | 0.57% | 77 |
|
|
2024
Q2 | $23.4M | Buy |
115,604
+19,424
| +20% | +$3.93M | 0.56% | 79 |
|
|
2024
Q1 | $19.3M | Buy |
96,180
+14,666
| +18% | +$2.94M | 0.51% | 84 |
|
|
2023
Q4 | $13.9M | Buy |
81,514
+16,314
| +25% | +$2.78M | 0.52% | 69 |
|
|
2023
Q3 | $9.46M | Buy |
65,200
+26,564
| +69% | +$3.85M | 0.52% | 70 |
|
|
2023
Q2 | $5.62M | Buy |
38,636
+27,909
| +260% | +$4.06M | 0.52% | 68 |
|
|
2023
Q1 | $1.4M | Buy |
10,727
+7,794
| +266% | +$1.02M | 0.19% | 98 |
|
|
2022
Q4 | $393K | Buy |
+2,933
| New | +$393K | 0.06% | 71 |
|