VAS
Vestmark Advisory Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
43,462
+15,979
| +58% | +$4.63M | 0.18% | 105 |
|
|
2025
Q1 | $6.74M | Buy |
27,483
+13,871
| +102% | +$3.4M | 0.17% | 155 |
|
|
2024
Q4 | $3.26M | Buy |
13,612
+2,825
| +26% | +$677K | 0.11% | 188 |
|
|
2024
Q3 | $2.27M | Buy |
10,787
+966
| +10% | +$204K | 0.08% | 233 |
|
|
2024
Q2 | $1.99M | Buy |
9,821
+2,203
| +29% | +$446K | 0.08% | 240 |
|
|
2024
Q1 | $1.53M | Buy |
7,618
+3,055
| +67% | +$612K | 0.07% | 274 |
|
|
2023
Q4 | $776K | Buy |
4,563
+2,267
| +99% | +$386K | 0.04% | 309 |
|
|
2023
Q3 | $333K | Sell |
2,296
-99,733
| -98% | -$14.5M | 0.02% | 337 |
|
|
2023
Q2 | $14.8M | Sell |
102,029
-2,209
| -2% | -$321K | 0.57% | 32 |
|
|
2023
Q1 | $13.6M | Sell |
104,238
-2,586
| -2% | -$337K | 0.59% | 27 |
|
|
2022
Q4 | $14.3M | Buy |
106,824
+9,471
| +10% | +$1.27M | 0.7% | 21 |
|
|
2022
Q3 | $10.2M | Sell |
97,353
-4,487
| -4% | -$469K | 0.57% | 27 |
|
|
2022
Q2 | $11.5M | Sell |
101,840
-1,160
| -1% | -$131K | 0.66% | 19 |
|
|
2022
Q1 | $14M | Buy |
103,000
+12,887
| +14% | +$1.76M | 0.79% | 17 |
|
|
2021
Q4 | $14.3M | Buy |
90,113
+4,214
| +5% | +$667K | 0.81% | 17 |
|
|
2021
Q3 | $14.1M | Buy |
85,899
+3,129
| +4% | +$512K | 0.95% | 13 |
|
|
2021
Q2 | $12.9M | Buy |
82,770
+3,003
| +4% | +$467K | 0.92% | 17 |
|
|
2021
Q1 | $12.1M | Sell |
79,767
-1,549
| -2% | -$236K | 1.08% | 13 |
|
|
2020
Q4 | $10.3M | Sell |
81,316
-106
| -0.1% | -$13.5K | 1.16% | 14 |
|
|
2020
Q3 | $7.84M | Buy |
81,422
+3,760
| +5% | +$362K | 1.05% | 14 |
|
|
2020
Q2 | $7.31M | Buy |
77,662
+3,286
| +4% | +$309K | 1.13% | 10 |
|
|
2020
Q1 | $6.7M | Buy |
74,376
+63,998
| +617% | +$5.76M | 1.31% | 8 |
|
|
2019
Q4 | $226K | Sell |
10,378
-60,707
| -85% | -$1.32M | 0.05% | 242 |
|
|
2019
Q3 | $8.37M | Buy |
71,085
+8,138
| +13% | +$958K | 1.36% | 4 |
|
|
2019
Q2 | $7.04M | Sell |
62,947
-7,514
| -11% | -$840K | 1.2% | 6 |
|
|
2019
Q1 | $7.13M | Buy |
+70,461
| New | +$7.13M | 1.27% | 5 |
|