Vision Financial Markets’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
$4.84M Buy
16,699
+2
+0% +$580 4.56% 6
2025
Q1
$4.1M Sell
16,697
-78
-0.5% -$19.1K 4.46% 6
2024
Q4
$4.02M Buy
+16,775
New +$4.02M 4.31% 7