Visionary Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
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|
2025
Q1 | $13.7M | Sell |
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|
2024
Q4 | $14M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $12.8M | Sell |
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|
2024
Q1 | $12.7M | Sell |
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|
2023
Q4 | $10.8M | Sell |
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|
2023
Q3 | $9.26M | Sell |
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|
2023
Q2 | $9.43M | Sell |
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|
2023
Q1 | $8.56M | Sell |
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|
2022
Q4 | $8.96M | Sell |
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|
2022
Q3 | $7.06M | Sell |
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|
2022
Q2 | $8.16M | Buy |
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|
2022
Q1 | $9.81M | Buy |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $10.2M | Sell |
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|
2020
Q4 | $8.51M | Sell |
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|
2020
Q3 | $6.59M | Buy |
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|
2020
Q2 | $6.18M | Buy |
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|
2020
Q1 | $5.7M | Sell |
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|
2019
Q4 | $10.1M | Buy |
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