Virtue Capital Management’s JPMorgan Chase JPM Stock Holding History

Virtue Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.53M	Sell	8,926 -735	-8%	-$223K	0.39%	44
2025 Q4	$3.14M	Buy	9,661 +8,966	+1,290%	+$2.78M	0.48%	41
2025 Q3	$530K	Sell	695 -8,304	-92%	-$2.47M	0.08%	168
2025 Q2	$2.61M	Sell	8,999 -2,014	-18%	-$514K	0.48%	38
2025 Q1	$2.7M	Buy	11,013 +2,264	+26%	+$577K	0.32%	59
2024 Q4	$2.1M	Sell	8,749 -63	-0.7%	-$14.7K	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%	+$11.9K	0.39%	44
2024 Q1	$2M	Buy	10,887 +177	+2%	+$31.9K	0.36%	51
2023 Q4	$1.85M	Sell	10,710 -3,192	-23%	-$484K	0.37%	52
2023 Q3	$2.01M	Hold	13,902	–	–	0.34%	56
2023 Q2	$2.01M	Buy	13,902 +314	+2%	+$43.2K	0.34%	56
2023 Q1	$1.84M	Buy	13,588 +212	+2%	+$29K	0.3%	53
2022 Q4	$1.79M	Buy	13,376 +8,644	+183%	+$1.1M	0.27%	55
2022 Q3	$495K	Sell	4,732 -189	-4%	-$21.7K	0.08%	120
2022 Q2	$554K	Sell	4,921 -6,882	-58%	-$853K	0.09%	108
2022 Q1	$1.61M	Buy	11,803 +3,033	+35%	+$448K	0.25%	92
2021 Q4	$1.39M	Buy	8,770 +660	+8%	+$108K	0.2%	129
2021 Q3	$1.33M	Sell	8,110 -467	-5%	-$73.2K	0.24%	114
2021 Q2	$1.33M	Sell	8,577 -264	-3%	-$41.5K	0.27%	107
2021 Q1	$1.35M	Sell	8,841 -3,399	-28%	-$489K	0.32%	84
2020 Q4	$1.55M	Sell	12,240 -6,303	-34%	-$705K	0.38%	67
2020 Q3	$1.78M	Sell	18,543 -7,256	-28%	-$713K	0.44%	62
2020 Q2	$2.43M	Buy	+25,799	New	+$2.45M	0.56%	46
2020 Q1	–	Sell	-10,690	Closed	-$1.49M	–	125
2019 Q4	$1.49M	Sell	10,690 -6,134	-36%	-$787K	0.43%	51
2019 Q3	$1.98M	Sell	16,824 -404	-2%	-$45.7K	0.65%	49
2019 Q2	$1.93M	Buy	+17,228	New	+$1.9M	0.7%	46
2018 Q4	–	Sell	-22,813	Closed	-$2.57M	–	168
2018 Q3	$2.57M	Buy	22,813 +14,023	+160%	+$1.59M	0.54%	53
2018 Q2	$916K	Buy	8,790 +3,289	+60%	+$361K	0.45%	62
2018 Q1	$610K	Buy	5,501 +3,350	+156%	+$379K	0.32%	97
2017 Q4	$230K	Buy	+2,151	New	+$218K	0.13%	159