Virginia Wealth Management Group’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 | $6.96M | Buy |
24,023
+270
| +1% | +$78.3K | 4.23% | 2 |
|
|
2025
Q1 | $5.83M | Sell |
23,753
-2,129
| -8% | -$522K | 3.6% | 2 |
|
|
2024
Q4 | $6.2M | Sell |
25,882
-169
| -0.6% | -$40.5K | 3.84% | 2 |
|
|
2024
Q3 | $5.49M | Buy |
26,051
+4,049
| +18% | +$854K | 3.44% | 4 |
|
|
2024
Q2 | $4.45M | Sell |
22,002
-109
| -0.5% | -$22K | 3.65% | 4 |
|
|
2024
Q1 | $4.43M | Sell |
22,111
-805
| -4% | -$161K | 3.62% | 3 |
|
|
2023
Q4 | $3.9M | Sell |
22,916
-5,613
| -20% | -$955K | 3.41% | 3 |
|
|
2023
Q3 | $4.14M | Sell |
28,529
-103
| -0.4% | -$14.9K | 2.8% | 7 |
|
|
2023
Q2 | $4.16M | Sell |
28,632
-425
| -1% | -$61.8K | 2.86% | 7 |
|
|
2023
Q1 | $3.79M | Buy |
29,057
+383
| +1% | +$49.9K | 2.6% | 11 |
|
|
2022
Q4 | $3.85M | Buy |
28,674
+1,322
| +5% | +$177K | 2.66% | 9 |
|
|
2022
Q3 | $2.86M | Buy |
27,352
+5,738
| +27% | +$600K | 2.13% | 14 |
|
|
2022
Q2 | $2.43M | Buy |
21,614
+308
| +1% | +$34.7K | 2.34% | 18 |
|
|
2022
Q1 | $2.75M | Buy |
21,306
+15,933
| +297% | +$2.06M | 2.46% | 15 |
|
|
2021
Q4 | $851K | Buy |
+5,373
| New | +$851K | 0.77% | 49 |
|