Vigilare Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.62M | Sell |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $906K | Buy |
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|
2024
Q4 | $803K | Sell |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $902K | Buy |
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|
2024
Q1 | $892K | Buy |
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|
2023
Q4 | $741K | Buy |
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|
2023
Q3 | $631K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $742K | Buy |
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|
2022
Q3 | $577K | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $494K | Sell |
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|
2020
Q2 | $635K | Sell |
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|
2020
Q1 | $2.38M | Sell |
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|
2019
Q4 | $3.54M | Buy |
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