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Virtus Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Virtus Wealth Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.55M Sell
12,243
-166
-1% -$48.1K 0.73% 24
2025
Q1 		$3.04M Sell
12,409
-212
-2% -$52K 0.92% 16
2024
Q4 		$3.03M Buy
+12,621
New +$3.03M 0.71% 23