VFM

Viking Fund Management’s JPMorgan Chase JPM Stock Holding History

Viking Fund Management’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.2M	Hold	42,000	–	–	1.67%	13
2025 Q1	$10.3M	Hold	42,000	–	–	1.49%	17
2024 Q4	$10.1M	Hold	42,000	–	–	1.57%	16
2024 Q3	$8.86M	Sell	42,000 -3,000	-7%	-$633K	1.44%	22
2024 Q2	$9.1M	Sell	45,000 -19,000	-30%	-$3.84M	1.63%	18
2024 Q1	$12.8M	Sell	64,000 -3,000	-4%	-$601K	2.32%	9
2023 Q4	$11.4M	Sell	67,000 -20,000	-23%	-$3.4M	2.22%	10
2023 Q3	$12.6M	Sell	87,000 -6,000	-6%	-$870K	2.54%	4
2023 Q2	$13.5M	Buy	93,000 +3,000	+3%	+$436K	2.56%	3
2023 Q1	$11.7M	Hold	90,000	–	–	2.26%	7
2022 Q4	$12.1M	Hold	90,000	–	–	2.39%	5
2022 Q3	$9.41M	Buy	90,000 +13,000	+17%	+$1.36M	2.22%	7
2022 Q2	$8.67M	Buy	77,000 +13,500	+21%	+$1.52M	2.01%	10
2022 Q1	$8.66M	Buy	63,500 +9,500	+18%	+$1.29M	1.97%	8
2021 Q4	$8.55M	Hold	54,000	–	–	2.25%	8
2021 Q3	$8.84M	Hold	54,000	–	–	2.56%	5
2021 Q2	$8.4M	Buy	54,000 +1,000	+2%	+$156K	2.4%	5
2021 Q1	$8.07M	Buy	53,000 +4,000	+8%	+$609K	2.41%	6
2020 Q4	$6.23M	Hold	49,000	–	–	2%	10
2020 Q3	$4.72M	Hold	49,000	–	–	1.75%	18
2020 Q2	$4.61M	Buy	49,000 +19,000	+63%	+$1.79M	1.71%	18
2020 Q1	$2.7M	Sell	30,000 -1,000	-3%	-$90K	1.19%	34
2019 Q4	$4.32M	Sell	31,000 -1,000	-3%	-$139K	1.21%	34
2019 Q3	$3.77M	Sell	32,000 -3,000	-9%	-$353K	1.08%	40
2019 Q2	$3.91M	Sell	35,000 -10,000	-22%	-$1.12M	1.04%	36
2019 Q1	$4.56M	Buy	45,000 +14,000	+45%	+$1.42M	1.13%	37
2018 Q4	$3.03M	Buy	31,000 +16,000	+107%	+$1.56M	0.84%	44
2018 Q3	$1.69M	Hold	15,000	–	–	0.35%	75
2018 Q2	$1.56M	Hold	15,000	–	–	0.3%	78
2018 Q1	$1.65M	Sell	15,000 -1,000	-6%	-$110K	0.31%	77
2017 Q4	$1.71M	Hold	16,000	–	–	0.28%	75
2017 Q3	$1.53M	Hold	16,000	–	–	0.24%	80
2017 Q2	$1.46M	Sell	16,000 -1,000	-6%	-$91.4K	0.22%	84
2017 Q1	$1.49M	Hold	17,000	–	–	0.2%	90
2016 Q4	$1.47M	Buy	+17,000	New	+$1.47M	0.19%	84