VAM
Visionary Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,425
| Closed | -$274K | – | 199 |
|
|
2018
Q3 | $274K | Buy |
2,425
+53
| +2% | +$5.99K | 0.09% | 221 |
|
|
2018
Q2 | $247K | Sell |
2,372
-76
| -3% | -$7.91K | 0.08% | 213 |
|
|
2018
Q1 | $268K | Sell |
2,448
-12
| -0.5% | -$1.31K | 0.09% | 193 |
|
|
2017
Q4 | $263K | Sell |
2,460
-141
| -5% | -$15.1K | 0.07% | 185 |
|
|
2017
Q3 | $248K | Sell |
2,601
-247
| -9% | -$23.6K | 0.07% | 172 |
|
|
2017
Q2 | $260K | Buy |
+2,848
| New | +$260K | 0.08% | 164 |
|
|
2016
Q2 | – | Sell |
-4,157
| Closed | -$246K | – | 95 |
|
|
2016
Q1 | $246K | Sell |
4,157
-1,399
| -25% | -$82.8K | 0.09% | 99 |
|
|
2015
Q4 | $367K | Buy |
5,556
+2,076
| +60% | +$137K | 0.25% | 34 |
|
|
2015
Q3 | $212K | Sell |
3,480
-45,702
| -93% | -$2.78M | 0.15% | 29 |
|
|
2015
Q2 | $3.33M | Sell |
49,182
-4,200
| -8% | -$285K | 1.11% | 8 |
|
|
2015
Q1 | $3.23M | Buy |
53,382
+2,653
| +5% | +$161K | 1.02% | 29 |
|
|
2014
Q4 | $3.17M | Buy |
+50,729
| New | +$3.17M | 1% | 28 |
|
|
2014
Q3 | – | Sell |
-103
| Closed | -$6K | – | 236 |
|
|
2014
Q2 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 313 |
|