VT
Vise Technologies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Buy |
+106,477
| New | +$30.9M | 1.27% | 8 |
|
|
2024
Q4 | $11.1M | Sell |
46,233
-4,869
| -10% | -$1.17M | 0.92% | 19 |
|
|
2024
Q3 | $10.8M | Buy |
51,102
+11,248
| +28% | +$2.37M | 1.37% | 14 |
|
|
2024
Q2 | $8.06M | Buy |
39,854
+191
| +0.5% | +$38.6K | 1.41% | 15 |
|
|
2024
Q1 | $7.94M | Buy |
39,663
+10,571
| +36% | +$2.12M | 1.56% | 14 |
|
|
2023
Q4 | $4.95M | Buy |
29,092
+2,419
| +9% | +$411K | 1.07% | 22 |
|
|
2023
Q3 | $3.87M | Buy |
26,673
+1,367
| +5% | +$198K | 0.95% | 26 |
|
|
2023
Q2 | $3.68M | Buy |
25,306
+1,235
| +5% | +$180K | 0.89% | 27 |
|
|
2023
Q1 | $3.14M | Buy |
24,071
+3,871
| +19% | +$504K | 0.83% | 28 |
|
|
2022
Q4 | $2.71M | Buy |
20,200
+4,331
| +27% | +$581K | 0.85% | 26 |
|
|
2022
Q3 | $1.66M | Buy |
15,869
+3,393
| +27% | +$355K | 0.62% | 37 |
|
|
2022
Q2 | $1.41M | Buy |
12,476
+3,519
| +39% | +$396K | 0.55% | 39 |
|
|
2022
Q1 | $1.22M | Buy |
8,957
+6,839
| +323% | +$932K | 0.46% | 62 |
|
|
2021
Q4 | $335K | Buy |
+2,118
| New | +$335K | 0.09% | 104 |
|