Virtus Investment Advisers’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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $1.94M | Buy |
|
|||||
|
2025
Q2 | $1.65M | Buy |
|
|||||
|
2025
Q1 | $1.3M | Buy |
|
|||||
|
2024
Q4 | $220K | Hold |
|
|||||
|
2024
Q3 | $194K | Hold |
|
|||||
|
2024
Q2 | $186K | Sell |
|
|||||
|
2024
Q1 | $188K | Sell |
|
|||||
|
2023
Q4 | $177K | Hold |
|
|||||
|
2023
Q3 | $151K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $8.76M | Buy |
|
|||||
|
2017
Q3 | $7.54M | Sell |
|
|||||
|
2017
Q2 | $7.97M | Sell |
|
|||||
|
2017
Q1 | $10M | Sell |
|
|||||
|
2016
Q4 | $11.6M | Buy |
|
|||||
|
2016
Q3 | $1.99M | Buy |
|