Virtue Capital 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 Q2 | $2.61M | Sell |  | |||||
| 2025 Q1 | $2.7M | Buy |  | |||||
| 2024 Q4 | $2.1M | Sell |  | |||||
| 2024 Q3 | $1.86M | Sell |  | |||||
| 2024 Q2 | $2.3M | Buy |  | |||||
| 2024 Q1 | $2M | Buy |  | |||||
| 2023 Q4 | $1.85M | Sell |  | |||||
| 2023 Q3 | $2.01M | Hold |  | |||||
| 2023 Q2 | $2.01M | Buy |  | |||||
| 2023 Q1 | $1.84M | Buy |  | |||||
| 2022 Q4 | $1.79M | Buy |  | |||||
| 2022 Q3 | $495K | Sell |  | |||||
| 2022 Q2 | $554K | Sell |  | |||||
| 2022 Q1 | $1.61M | Buy |  | |||||
| 2021 Q4 | $1.39M | Buy |  | |||||
| 2021 Q3 | $1.33M | Sell |  | |||||
| 2021 Q2 | $1.33M | Sell |  | |||||
| 2021 Q1 | $1.35M | Sell |  | |||||
| 2020 Q4 | $1.55M | Sell |  | |||||
| 2020 Q3 | $1.78M | Sell |  | |||||
| 2020 Q2 | $2.43M | Buy |  | |||||
| 2020 Q1 | – | Sell |  | |||||
| 2019 Q4 | $1.49M | Sell |  | |||||
| 2019 Q3 | $1.98M | Sell |  | |||||
| 2019 Q2 | $1.93M | Buy |  | |||||
| 2018 Q4 | – | Sell |  | |||||
| 2018 Q3 | $2.57M | Buy |  | |||||
| 2018 Q2 | $916K | Buy |  | |||||
| 2018 Q1 | $610K | Buy |  | |||||
| 2017 Q4 | $230K | Buy |  |