Virtus ETF Advisers’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 | $897K | Buy |
3,095
+856
| +38% | +$248K | 1.18% | 14 |
|
|
2025
Q1 | $549K | Sell |
2,239
-2,865
| -56% | -$703K | 0.71% | 37 |
|
|
2024
Q4 | $1.22M | Buy |
5,104
+932
| +22% | +$223K | 0.5% | 37 |
|
|
2024
Q3 | $880K | Buy |
+4,172
| New | +$880K | 0.41% | 111 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 251 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 145 |
|