VCM
Virtue Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
8,999
-2,014
| -18% | -$584K | 0.48% | 38 |
|
|
2025
Q1 | $2.7M | Buy |
11,013
+2,264
| +26% | +$554K | 0.32% | 59 |
|
|
2024
Q4 | $2.1M | Sell |
8,749
-63
| -0.7% | -$15.1K | 0.42% | 44 |
|
|
2024
Q3 | $1.86M | Sell |
8,812
-2,136
| -20% | -$450K | 0.37% | 45 |
|
|
2024
Q2 | $2.3M | Buy |
10,948
+61
| +0.6% | +$12.8K | 0.39% | 44 |
|
|
2024
Q1 | $2M | Buy |
10,887
+177
| +2% | +$32.5K | 0.36% | 51 |
|
|
2023
Q4 | $1.85M | Sell |
10,710
-3,192
| -23% | -$550K | 0.37% | 52 |
|
|
2023
Q3 | $2.01M | Hold |
13,902
| – | – | 0.34% | 56 |
|
|
2023
Q2 | $2.01M | Buy |
13,902
+314
| +2% | +$45.4K | 0.34% | 56 |
|
|
2023
Q1 | $1.84M | Buy |
13,588
+212
| +2% | +$28.7K | 0.3% | 53 |
|
|
2022
Q4 | $1.79M | Buy |
13,376
+8,644
| +183% | +$1.16M | 0.27% | 55 |
|
|
2022
Q3 | $495K | Sell |
4,732
-189
| -4% | -$19.8K | 0.08% | 120 |
|
|
2022
Q2 | $554K | Sell |
4,921
-6,882
| -58% | -$775K | 0.09% | 108 |
|
|
2022
Q1 | $1.61M | Buy |
11,803
+3,033
| +35% | +$413K | 0.25% | 92 |
|
|
2021
Q4 | $1.39M | Buy |
8,770
+660
| +8% | +$105K | 0.2% | 129 |
|
|
2021
Q3 | $1.33M | Sell |
8,110
-467
| -5% | -$76.5K | 0.24% | 114 |
|
|
2021
Q2 | $1.33M | Sell |
8,577
-264
| -3% | -$41.1K | 0.27% | 107 |
|
|
2021
Q1 | $1.35M | Sell |
8,841
-3,399
| -28% | -$517K | 0.32% | 84 |
|
|
2020
Q4 | $1.56M | Sell |
12,240
-6,303
| -34% | -$801K | 0.38% | 67 |
|
|
2020
Q3 | $1.79M | Sell |
18,543
-7,256
| -28% | -$698K | 0.44% | 62 |
|
|
2020
Q2 | $2.43M | Buy |
+25,799
| New | +$2.43M | 0.56% | 46 |
|
|
2020
Q1 | – | Sell |
-10,690
| Closed | -$1.49M | – | 125 |
|
|
2019
Q4 | $1.49M | Sell |
10,690
-6,134
| -36% | -$855K | 0.43% | 51 |
|
|
2019
Q3 | $1.98M | Sell |
16,824
-404
| -2% | -$47.5K | 0.65% | 49 |
|
|
2019
Q2 | $1.93M | Buy |
+17,228
| New | +$1.93M | 0.7% | 46 |
|
|
2018
Q4 | – | Sell |
-22,813
| Closed | -$2.57M | – | 168 |
|
|
2018
Q3 | $2.57M | Buy |
22,813
+14,023
| +160% | +$1.58M | 0.54% | 53 |
|
|
2018
Q2 | $916K | Buy |
8,790
+3,289
| +60% | +$343K | 0.45% | 62 |
|
|
2018
Q1 | $610K | Buy |
5,501
+3,350
| +156% | +$371K | 0.32% | 97 |
|
|
2017
Q4 | $230K | Buy |
+2,151
| New | +$230K | 0.13% | 159 |
|