Vicus 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 | $3.76M | Buy |
12,980
+18
| +0.1% | +$5.22K | 0.31% | 48 |
|
|
2025
Q1 | $3.18M | Buy |
12,962
+2,424
| +23% | +$595K | 0.3% | 47 |
|
|
2024
Q4 | $2.53M | Buy |
10,538
+1,046
| +11% | +$251K | 0.22% | 57 |
|
|
2024
Q3 | $2M | Sell |
9,492
-1,633
| -15% | -$344K | 0.18% | 62 |
|
|
2024
Q2 | $2.25M | Buy |
11,125
+194
| +2% | +$39.2K | 0.2% | 57 |
|
|
2024
Q1 | $2.19M | Buy |
10,931
+1,437
| +15% | +$288K | 0.2% | 59 |
|
|
2023
Q4 | $1.61M | Sell |
9,494
-2,412
| -20% | -$410K | 0.16% | 65 |
|
|
2023
Q3 | $1.73M | Buy |
11,906
+2,150
| +22% | +$312K | 0.18% | 61 |
|
|
2023
Q2 | $1.42M | Buy |
9,756
+65
| +0.7% | +$9.45K | 0.15% | 69 |
|
|
2023
Q1 | $1.26M | Buy |
9,691
+4,769
| +97% | +$621K | 0.14% | 74 |
|
|
2022
Q4 | $660K | Sell |
4,922
-822
| -14% | -$110K | 0.07% | 108 |
|
|
2022
Q3 | $600K | Sell |
5,744
-11
| -0.2% | -$1.15K | 0.07% | 129 |
|
|
2022
Q2 | $648K | Sell |
5,755
-102
| -2% | -$11.5K | 0.07% | 126 |
|
|
2022
Q1 | $798K | Buy |
5,857
+578
| +11% | +$78.8K | 0.08% | 119 |
|
|
2021
Q4 | $786K | Buy |
+5,279
| New | +$786K | 0.08% | 119 |
|
|
2021
Q2 | – | Sell |
-5,379
| Closed | -$819K | – | 201 |
|
|
2021
Q1 | $819K | Buy |
5,379
+1,200
| +29% | +$183K | 0.1% | 111 |
|
|
2020
Q4 | $531K | Sell |
4,179
-477
| -10% | -$60.6K | 0.07% | 132 |
|
|
2020
Q3 | $448K | Sell |
4,656
-184
| -4% | -$17.7K | 0.06% | 134 |
|
|
2020
Q2 | $455K | Sell |
4,840
-289
| -6% | -$27.2K | 0.07% | 129 |
|
|
2020
Q1 | $462K | Buy |
5,129
+99
| +2% | +$8.92K | 0.09% | 113 |
|
|
2019
Q4 | $701K | Sell |
5,030
-1,326
| -21% | -$185K | 0.11% | 105 |
|
|
2019
Q3 | $748K | Sell |
6,356
-1
| -0% | -$118 | 0.1% | 122 |
|
|
2019
Q2 | $711K | Buy |
6,357
+223
| +4% | +$24.9K | 0.1% | 128 |
|
|
2019
Q1 | $621K | Buy |
6,134
+320
| +6% | +$32.4K | 0.1% | 129 |
|
|
2018
Q4 | $568K | Buy |
5,814
+101
| +2% | +$9.87K | 0.1% | 133 |
|
|
2018
Q3 | $645K | Sell |
5,713
-180
| -3% | -$20.3K | 0.1% | 130 |
|
|
2018
Q2 | $614K | Sell |
5,893
-19
| -0.3% | -$1.98K | 0.1% | 131 |
|
|
2018
Q1 | $650K | Sell |
5,912
-55
| -0.9% | -$6.05K | 0.11% | 133 |
|
|
2017
Q4 | $638K | Sell |
5,967
-20
| -0.3% | -$2.14K | 0.11% | 136 |
|
|
2017
Q3 | $572K | Sell |
5,987
-201
| -3% | -$19.2K | 0.11% | 138 |
|
|
2017
Q2 | $566K | Sell |
6,188
-829
| -12% | -$75.8K | 0.12% | 132 |
|
|
2017
Q1 | $616K | Buy |
7,017
+585
| +9% | +$51.4K | 0.13% | 127 |
|
|
2016
Q4 | $555K | Buy |
6,432
+487
| +8% | +$42K | 0.12% | 132 |
|
|
2016
Q3 | $396K | Buy |
5,945
+1,883
| +46% | +$125K | 0.09% | 152 |
|
|
2016
Q2 | $252K | Buy |
4,062
+21
| +0.5% | +$1.3K | 0.06% | 166 |
|
|
2016
Q1 | $239K | Buy |
4,041
+620
| +18% | +$36.7K | 0.05% | 166 |
|
|
2015
Q4 | $226K | Buy |
3,421
+139
| +4% | +$9.18K | 0.06% | 177 |
|
|
2015
Q3 | $200K | Buy |
3,282
+270
| +9% | +$16.5K | 0.05% | 163 |
|
|
2015
Q2 | $204K | Sell |
3,012
-412
| -12% | -$27.9K | 0.05% | 170 |
|
|
2015
Q1 | $207 | Sell |
3,424
-219
| -6% | -$13 | 0.04% | 169 |
|
|
2014
Q4 | $228K | Buy |
3,643
+42
| +1% | +$2.63K | 0.07% | 148 |
|
|
2014
Q3 | $217K | Sell |
3,601
-34
| -0.9% | -$2.05K | 0.07% | 138 |
|
|
2014
Q2 | $209K | Buy |
3,635
+69
| +2% | +$3.97K | 0.07% | 142 |
|
|
2014
Q1 | $216K | Buy |
+3,566
| New | +$216K | 0.07% | 129 |
|