VWA
Visionary Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
55,694
-273
| -0.5% | -$79.1K | 0.82% | 27 |
|
|
2025
Q1 | $13.7M | Sell |
55,967
-2,567
| -4% | -$630K | 0.82% | 25 |
|
|
2024
Q4 | $14M | Sell |
58,534
-1,750
| -3% | -$419K | 0.82% | 23 |
|
|
2024
Q3 | $12.7M | Sell |
60,284
-2,910
| -5% | -$614K | 0.77% | 25 |
|
|
2024
Q2 | $12.8M | Sell |
63,194
-109
| -0.2% | -$22K | 0.84% | 23 |
|
|
2024
Q1 | $12.7M | Sell |
63,303
-171
| -0.3% | -$34.3K | 0.86% | 23 |
|
|
2023
Q4 | $10.8M | Sell |
63,474
-384
| -0.6% | -$65.3K | 0.79% | 24 |
|
|
2023
Q3 | $9.26M | Sell |
63,858
-970
| -1% | -$141K | 0.75% | 27 |
|
|
2023
Q2 | $9.43M | Sell |
64,828
-888
| -1% | -$129K | 0.75% | 29 |
|
|
2023
Q1 | $8.56M | Sell |
65,716
-1,102
| -2% | -$144K | 0.73% | 34 |
|
|
2022
Q4 | $8.96M | Sell |
66,818
-755
| -1% | -$101K | 0.83% | 28 |
|
|
2022
Q3 | $7.06M | Sell |
67,573
-4,869
| -7% | -$509K | 0.73% | 35 |
|
|
2022
Q2 | $8.16M | Buy |
72,442
+439
| +0.6% | +$49.4K | 0.73% | 33 |
|
|
2022
Q1 | $9.82M | Buy |
72,003
+1,578
| +2% | +$215K | 0.79% | 30 |
|
|
2021
Q4 | $11.2M | Buy |
70,425
+541
| +0.8% | +$85.7K | 0.91% | 29 |
|
|
2021
Q3 | $11.4M | Buy |
69,884
+287
| +0.4% | +$47K | 1.18% | 23 |
|
|
2021
Q2 | $10.8M | Buy |
69,597
+2,715
| +4% | +$422K | 1.09% | 26 |
|
|
2021
Q1 | $10.2M | Sell |
66,882
-111
| -0.2% | -$16.9K | 1.07% | 24 |
|
|
2020
Q4 | $8.51M | Sell |
66,993
-1,465
| -2% | -$186K | 0.95% | 27 |
|
|
2020
Q3 | $6.59M | Buy |
68,458
+2,729
| +4% | +$263K | 0.93% | 31 |
|
|
2020
Q2 | $6.18M | Buy |
65,729
+2,385
| +4% | +$224K | 0.94% | 31 |
|
|
2020
Q1 | $5.7M | Sell |
63,344
-9,155
| -13% | -$824K | 1.07% | 26 |
|
|
2019
Q4 | $10.1M | Buy |
+72,499
| New | +$10.1M | 1.81% | 15 |
|