Vision Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
8,535
-705
| -8% | -$204K | 0.33% | 56 |
|
|
2025
Q1 | $2.27M | Buy |
9,240
+2,175
| +31% | +$534K | 0.33% | 58 |
|
|
2024
Q4 | $1.69M | Buy |
7,065
+671
| +10% | +$161K | 0.25% | 65 |
|
|
2024
Q3 | $1.35M | Hold |
6,394
| – | – | 0.19% | 72 |
|
|
2024
Q2 | $1.29M | Hold |
6,394
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $1.28M | Sell |
6,394
-75
| -1% | -$15K | 0.19% | 73 |
|
|
2023
Q4 | $1.1M | Buy |
+6,469
| New | +$1.1M | 0.17% | 75 |
|
|
2023
Q3 | – | Sell |
-5,644
| Closed | -$821K | – | 89 |
|
|
2023
Q2 | $821K | Sell |
5,644
-29
| -0.5% | -$4.22K | 0.14% | 73 |
|
|
2023
Q1 | $739K | Sell |
5,673
-273
| -5% | -$35.6K | 0.13% | 75 |
|
|
2022
Q4 | $797K | Hold |
5,946
| – | – | 0.15% | 76 |
|
|
2022
Q3 | $621K | Sell |
5,946
-355
| -6% | -$37.1K | 0.13% | 73 |
|
|
2022
Q2 | $710K | Sell |
6,301
-29
| -0.5% | -$3.27K | 0.13% | 75 |
|
|
2022
Q1 | $863K | Hold |
6,330
| – | – | 0.14% | 78 |
|
|
2021
Q4 | $1M | Buy |
6,330
+29
| +0.5% | +$4.59K | 0.15% | 79 |
|
|
2021
Q3 | $1.03M | Hold |
6,301
| – | – | 0.17% | 77 |
|
|
2021
Q2 | $980K | Buy |
6,301
+1
| +0% | +$156 | 0.16% | 76 |
|
|
2021
Q1 | $959K | Sell |
6,300
-51
| -0.8% | -$7.76K | 0.17% | 74 |
|
|
2020
Q4 | $807K | Sell |
6,351
-195
| -3% | -$24.8K | 0.15% | 75 |
|
|
2020
Q3 | $630K | Hold |
6,546
| – | – | 0.13% | 71 |
|
|
2020
Q2 | $616K | Sell |
6,546
-48
| -0.7% | -$4.52K | 0.14% | 73 |
|
|
2020
Q1 | $594K | Hold |
6,594
| – | – | 0.16% | 66 |
|
|
2019
Q4 | $919K | Buy |
6,594
+200
| +3% | +$27.9K | 0.22% | 63 |
|
|
2019
Q3 | $753K | Hold |
6,394
| – | – | 0.2% | 62 |
|
|
2019
Q2 | $715K | Hold |
6,394
| – | – | 0.19% | 64 |
|
|
2019
Q1 | $647K | Hold |
6,394
| – | – | 0.18% | 63 |
|
|
2018
Q4 | $624K | Buy |
6,394
+413
| +7% | +$40.3K | 0.2% | 60 |
|
|
2018
Q3 | $675K | Hold |
5,981
| – | – | 0.18% | 64 |
|
|
2018
Q2 | $623K | Sell |
5,981
-10
| -0.2% | -$1.04K | 0.18% | 64 |
|
|
2018
Q1 | $659K | Buy |
+5,991
| New | +$659K | 0.19% | 64 |
|