VIA
Virtus Investment Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
5,691
+375
| +7% | +$109K | 0.56% | 35 |
|
|
2025
Q1 | $1.3M | Buy |
5,316
+4,397
| +478% | +$1.08M | 0.35% | 76 |
|
|
2024
Q4 | $220K | Hold |
919
| – | – | 0.17% | 189 |
|
|
2024
Q3 | $194K | Hold |
919
| – | – | 0.15% | 202 |
|
|
2024
Q2 | $186K | Sell |
919
-21
| -2% | -$4.25K | 0.16% | 187 |
|
|
2024
Q1 | $188K | Sell |
940
-100
| -10% | -$20K | 0.13% | 197 |
|
|
2023
Q4 | $177K | Hold |
1,040
| – | – | 0.13% | 205 |
|
|
2023
Q3 | $151K | Buy |
+1,040
| New | +$151K | 0.1% | 198 |
|
|
2018
Q1 | – | Sell |
-81,876
| Closed | -$8.76M | – | 239 |
|
|
2017
Q4 | $8.76M | Buy |
81,876
+2,884
| +4% | +$308K | 0.95% | 24 |
|
|
2017
Q3 | $7.54M | Sell |
78,992
-8,164
| -9% | -$780K | 0.79% | 29 |
|
|
2017
Q2 | $7.97M | Sell |
87,156
-26,932
| -24% | -$2.46M | 0.78% | 30 |
|
|
2017
Q1 | $10M | Sell |
114,088
-20,584
| -15% | -$1.81M | 0.89% | 24 |
|
|
2016
Q4 | $11.6M | Buy |
134,672
+104,866
| +352% | +$9.05M | 0.9% | 21 |
|
|
2016
Q3 | $1.99M | Buy |
+29,806
| New | +$1.99M | 0.13% | 223 |
|