Visionary Horizons’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,254
| Closed | -$780K | – | 100 |
|
|
2024
Q4 | $780K | Buy |
3,254
+213
| +7% | +$51.1K | 0.51% | 29 |
|
|
2024
Q3 | $641K | Buy |
3,041
+13
| +0.4% | +$2.74K | 0.43% | 42 |
|
|
2024
Q2 | $613K | Sell |
3,028
-79
| -3% | -$16K | 0.45% | 37 |
|
|
2024
Q1 | $568K | Sell |
3,107
-32
| -1% | -$5.86K | 0.44% | 39 |
|
|
2023
Q4 | $534K | Buy |
+3,139
| New | +$534K | 0.43% | 39 |
|