Virginia Wealth Management Group’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
$7.46M Sell
2025
Q2
$6.96M Buy
2025
Q1
$5.83M Sell
2024
Q4
$6.2M Sell
2024
Q3
$5.49M Buy
2024
Q2
$4.45M Sell
2024
Q1
$4.43M Sell
2023
Q4
$3.9M Sell
2023
Q3
$4.14M Sell
2023
Q2
$4.16M Sell
2023
Q1
$3.79M Buy
2022
Q4
$3.85M Buy
2022
Q3
$2.86M Buy
2022
Q2
$2.43M Buy
2022
Q1
$2.75M Buy
2021
Q4
$851K Buy