Vident Advisory’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 | $40.3M | Buy |
139,088
+9,634
| +7% | +$2.79M | 0.45% | 47 |
|
|
2025
Q1 | $31.8M | Buy |
129,454
+19,350
| +18% | +$4.75M | 0.46% | 45 |
|
|
2024
Q4 | $26.4M | Buy |
110,104
+1,617
| +1% | +$388K | 0.46% | 42 |
|
|
2024
Q3 | $22.9M | Buy |
108,487
+6,314
| +6% | +$1.33M | 0.58% | 34 |
|
|
2024
Q2 | $20.7M | Sell |
102,173
-22,012
| -18% | -$4.45M | 0.57% | 28 |
|
|
2024
Q1 | $24.9M | Buy |
124,185
+96,416
| +347% | +$19.3M | 0.52% | 34 |
|
|
2023
Q4 | $4.72M | Buy |
27,769
+2,271
| +9% | +$386K | 0.12% | 190 |
|
|
2023
Q3 | $3.7M | Buy |
+25,498
| New | +$3.7M | 0.11% | 186 |
|