Vestor Capital’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 | $261K | Sell |
1,277
-150,492
| -99% | -$30.8M | 0.02% | 130 |
|
|
2025
Q1 | $37.2M | Buy |
151,769
+475
| +0.3% | +$117K | 3.06% | 8 |
|
|
2024
Q4 | $36.3M | Buy |
151,294
+8
| +0% | +$1.92K | 2.77% | 9 |
|
|
2024
Q3 | $31.9M | Buy |
151,286
+27,200
| +22% | +$5.74M | 2.51% | 10 |
|
|
2024
Q2 | $25.1M | Sell |
124,086
-25,199
| -17% | -$5.1M | 2.02% | 13 |
|
|
2024
Q1 | $29.9M | Buy |
149,285
+20,389
| +16% | +$4.08M | 2.52% | 10 |
|
|
2023
Q4 | $21.9M | Buy |
128,896
+54,561
| +73% | +$9.28M | 2.09% | 12 |
|
|
2023
Q3 | $10.8M | Buy |
74,335
+686
| +0.9% | +$99.5K | 1.17% | 27 |
|
|
2023
Q2 | $10.7M | Sell |
73,649
-223
| -0.3% | -$32.4K | 1.13% | 31 |
|
|
2023
Q1 | $9.63M | Buy |
73,872
+20,133
| +37% | +$2.62M | 1.13% | 29 |
|
|
2022
Q4 | $7.21M | Sell |
53,739
-1,428
| -3% | -$191K | 0.87% | 40 |
|
|
2022
Q3 | $5.77M | Sell |
55,167
-26,317
| -32% | -$2.75M | 0.76% | 42 |
|
|
2022
Q2 | $9.18M | Buy |
81,484
+15,582
| +24% | +$1.75M | 1.11% | 34 |
|
|
2022
Q1 | $8.98M | Sell |
65,902
-86,260
| -57% | -$11.8M | 0.89% | 36 |
|
|
2021
Q4 | $24.1M | Sell |
152,162
-105,819
| -41% | -$16.8M | 2.3% | 9 |
|
|
2021
Q3 | $42.2M | Buy |
257,981
+8,719
| +3% | +$1.43M | 4.41% | 3 |
|
|
2021
Q2 | $38.8M | Sell |
249,262
-3,134
| -1% | -$487K | 4.07% | 3 |
|
|
2021
Q1 | $38.4M | Buy |
252,396
+27,355
| +12% | +$4.16M | 4.39% | 3 |
|
|
2020
Q4 | $28.6M | Buy |
225,041
+27,790
| +14% | +$3.53M | 3.46% | 4 |
|
|
2020
Q3 | $19M | Buy |
+197,251
| New | +$19M | 2.69% | 9 |
|
|
2020
Q1 | $11.5M | Sell |
127,987
-25,157
| -16% | -$2.26M | 2.25% | 14 |
|
|
2019
Q4 | $21.3M | Buy |
153,144
+7,388
| +5% | +$1.03M | 3.24% | 3 |
|
|
2019
Q3 | $17.2M | Buy |
145,756
+4,923
| +3% | +$579K | 2.9% | 8 |
|
|
2019
Q2 | $15.7M | Buy |
140,833
+6,235
| +5% | +$697K | 2.78% | 8 |
|
|
2019
Q1 | $13.6M | Buy |
134,598
+5,356
| +4% | +$542K | 2.49% | 14 |
|
|
2018
Q4 | $12.6M | Buy |
129,242
+9,171
| +8% | +$895K | 2.75% | 12 |
|
|
2018
Q3 | $13.5M | Sell |
120,071
-6,376
| -5% | -$719K | 2.63% | 11 |
|
|
2018
Q2 | $13.2M | Buy |
126,447
+966
| +0.8% | +$101K | 2.68% | 10 |
|
|
2018
Q1 | $13.8M | Buy |
125,481
+11,445
| +10% | +$1.26M | 2.86% | 6 |
|
|
2017
Q4 | $12.2M | Sell |
114,036
-960
| -0.8% | -$103K | 2.63% | 9 |
|
|
2017
Q3 | $11M | Sell |
114,996
-1,933
| -2% | -$185K | 2.47% | 9 |
|
|
2017
Q2 | $10.7M | Sell |
116,929
-52,636
| -31% | -$4.81M | 2.6% | 8 |
|
|
2017
Q1 | $14.9M | Buy |
169,565
+1,675
| +1% | +$147K | 3.24% | 1 |
|
|
2016
Q4 | $14.5M | Sell |
167,890
-1,193
| -0.7% | -$103K | 3.85% | 2 |
|
|
2016
Q3 | $11.3M | Buy |
169,083
+845
| +0.5% | +$56.3K | 3.07% | 5 |
|
|
2016
Q2 | $10.5M | Sell |
168,238
-1,440
| -0.8% | -$89.5K | 2.97% | 5 |
|
|
2016
Q1 | $10M | Sell |
169,678
-9,592
| -5% | -$568K | 2.93% | 6 |
|
|
2015
Q4 | $11.8M | Sell |
179,270
-984
| -0.5% | -$65K | 3.48% | 4 |
|
|
2015
Q3 | $11M | Buy |
180,254
+894
| +0.5% | +$54.5K | 3.49% | 4 |
|
|
2015
Q2 | $12.2M | Buy |
179,360
+28,628
| +19% | +$1.94M | 3.65% | 3 |
|
|
2015
Q1 | $9.13M | Sell |
150,732
-3,287
| -2% | -$199K | 3.05% | 8 |
|
|
2014
Q4 | $9.64M | Buy |
154,019
+1,223
| +0.8% | +$76.5K | 2.82% | 8 |
|
|
2014
Q3 | $9.2M | Buy |
152,796
+263
| +0.2% | +$15.8K | 3.06% | 5 |
|
|
2014
Q2 | $8.79M | Buy |
152,533
+1,520
| +1% | +$87.6K | 2.97% | 5 |
|
|
2014
Q1 | $9.17M | Buy |
151,013
+1,977
| +1% | +$120K | 3.26% | 4 |
|
|
2013
Q4 | $8.72M | Buy |
149,036
+2,268
| +2% | +$133K | 3.15% | 2 |
|
|
2013
Q3 | $7.59M | Buy |
146,768
+4,444
| +3% | +$230K | 3.07% | 2 |
|
|
2013
Q2 | $7.51M | Buy |
+142,324
| New | +$7.51M | 3.25% | 4 |
|