Vigilare Wealth Management’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 | $2.48M | Buy |
8,551
+4,858
| +132% | +$1.41M | 0.93% | 23 |
|
|
2025
Q1 | $906K | Buy |
3,693
+344
| +10% | +$84.4K | 0.36% | 36 |
|
|
2024
Q4 | $803K | Sell |
3,349
-85
| -2% | -$20.4K | 0.33% | 32 |
|
|
2024
Q3 | $724K | Sell |
3,434
-1,024
| -23% | -$216K | 0.29% | 42 |
|
|
2024
Q2 | $902K | Buy |
4,458
+7
| +0.2% | +$1.42K | 0.4% | 34 |
|
|
2024
Q1 | $892K | Buy |
4,451
+93
| +2% | +$18.6K | 0.44% | 34 |
|
|
2023
Q4 | $741K | Buy |
4,358
+10
| +0.2% | +$1.7K | 0.38% | 39 |
|
|
2023
Q3 | $631K | Sell |
4,348
-490
| -10% | -$71.1K | 0.4% | 34 |
|
|
2023
Q2 | $704K | Sell |
4,838
-64
| -1% | -$9.31K | 0.41% | 35 |
|
|
2023
Q1 | $639K | Sell |
4,902
-634
| -11% | -$82.6K | 0.36% | 37 |
|
|
2022
Q4 | $742K | Buy |
5,536
+15
| +0.3% | +$2.01K | 0.43% | 34 |
|
|
2022
Q3 | $577K | Sell |
5,521
-6,181
| -53% | -$646K | 0.75% | 34 |
|
|
2022
Q2 | $1.32M | Buy |
11,702
+6,857
| +142% | +$772K | 1.43% | 18 |
|
|
2022
Q1 | $660K | Sell |
4,845
-4,676
| -49% | -$637K | 0.54% | 49 |
|
|
2021
Q4 | $1.51M | Buy |
9,521
+519
| +6% | +$82.2K | 0.89% | 30 |
|
|
2021
Q3 | $1.47M | Buy |
9,002
+2,299
| +34% | +$376K | 0.91% | 27 |
|
|
2021
Q2 | $1.04M | Sell |
6,703
-52
| -0.8% | -$8.09K | 0.63% | 44 |
|
|
2021
Q1 | $1.03M | Buy |
6,755
+1,834
| +37% | +$279K | 0.73% | 38 |
|
|
2020
Q4 | $625K | Sell |
4,921
-216
| -4% | -$27.4K | 0.59% | 43 |
|
|
2020
Q3 | $494K | Sell |
5,137
-1,612
| -24% | -$155K | 0.51% | 54 |
|
|
2020
Q2 | $635K | Sell |
6,749
-19,697
| -74% | -$1.85M | 0.64% | 41 |
|
|
2020
Q1 | $2.38M | Sell |
26,446
-97
| -0.4% | -$8.73K | 2.85% | 8 |
|
|
2019
Q4 | $3.54M | Buy |
+26,543
| New | +$3.54M | 2.36% | 7 |
|