VBFG
Vishria Bird Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
1,913
+10
| +0.5% | +$2.9K | 0.18% | 54 |
|
|
2025
Q1 | $467K | Hold |
1,903
| – | – | 0.16% | 56 |
|
|
2024
Q4 | $456K | Hold |
1,903
| – | – | 0.16% | 56 |
|
|
2024
Q3 | $401K | Hold |
1,903
| – | – | 0.15% | 60 |
|
|
2024
Q2 | $385K | Buy |
1,903
+16
| +0.8% | +$3.24K | 0.16% | 50 |
|
|
2024
Q1 | $378K | Sell |
1,887
-40
| -2% | -$8.01K | 0.16% | 49 |
|
|
2023
Q4 | $328K | Hold |
1,927
| – | – | 0.16% | 47 |
|
|
2023
Q3 | $279K | Hold |
1,927
| – | – | 0.16% | 46 |
|
|
2023
Q2 | $280K | Hold |
1,927
| – | – | 0.17% | 47 |
|
|
2023
Q1 | $251K | Hold |
1,927
| – | – | 0.16% | 48 |
|
|
2022
Q4 | $258K | Hold |
1,927
| – | – | 0.18% | 50 |
|
|
2022
Q3 | $201K | Hold |
1,927
| – | – | 0.14% | 55 |
|
|
2022
Q2 | $217K | Hold |
1,927
| – | – | 0.14% | 55 |
|
|
2022
Q1 | $263K | Hold |
1,927
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $305K | Buy |
1,927
+40
| +2% | +$6.33K | 0.14% | 55 |
|
|
2021
Q3 | $309K | Hold |
1,887
| – | – | 0.16% | 51 |
|
|
2021
Q2 | $294K | Sell |
1,887
-65
| -3% | -$10.1K | 0.14% | 50 |
|
|
2021
Q1 | $297K | Hold |
1,952
| – | – | 0.16% | 45 |
|
|
2020
Q4 | $248K | Buy |
+1,952
| New | +$248K | 0.14% | 45 |
|
|
2020
Q1 | – | Sell |
-1,954
| Closed | -$272K | – | 46 |
|
|
2019
Q4 | $272K | Sell |
1,954
-80
| -4% | -$11.1K | 0.26% | 35 |
|
|
2019
Q3 | $239K | Sell |
2,034
-33
| -2% | -$3.88K | 0.27% | 41 |
|
|
2019
Q2 | $231K | Buy |
+2,067
| New | +$231K | 0.23% | 45 |
|
|
2019
Q1 | – | Sell |
-2,692
| Closed | -$263K | – | 54 |
|
|
2018
Q4 | $263K | Sell |
2,692
-92
| -3% | -$8.99K | 0.29% | 40 |
|
|
2018
Q3 | $314K | Hold |
2,784
| – | – | 0.27% | 32 |
|
|
2018
Q2 | $290K | Buy |
+2,784
| New | +$290K | 0.27% | 33 |
|