VisionPoint Advisory Group’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
Q3 | $3.19M | Sell |
|
|||||
|
2025
Q2 | $3.07M | Buy |
|
|||||
|
2025
Q1 | $1.82M | Buy |
|
|||||
|
2024
Q4 | $1.54M | Sell |
|
|||||
|
2024
Q3 | $1.51M | Sell |
|
|||||
|
2024
Q2 | $2.67M | Buy |
|
|||||
|
2024
Q1 | $2.63M | Sell |
|
|||||
|
2023
Q4 | $3.9M | Sell |
|
|||||
|
2023
Q3 | $3.55M | Buy |
|
|||||
|
2023
Q2 | $3.27M | Buy |
|
|||||
|
2023
Q1 | $2.64M | Buy |
|
|||||
|
2022
Q4 | $2.35M | Buy |
|
|||||
|
2022
Q3 | $276K | Buy |
|
|||||
|
2022
Q2 | $216K | Sell |
|
|||||
|
2022
Q1 | $734K | Sell |
|
|||||
|
2021
Q4 | $1.15M | Buy |
|
|||||
|
2021
Q3 | $1.22M | Sell |
|
|||||
|
2021
Q2 | $1.38M | Sell |
|
|||||
|
2021
Q1 | $1.77M | Sell |
|
|||||
|
2020
Q4 | $1.52M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $207K | Sell |
|
|||||
|
2020
Q1 | $515K | Sell |
|
|||||
|
2019
Q4 | $955K | Sell |
|
|||||
|
2019
Q3 | $1.05M | Sell |
|
|||||
|
2019
Q2 | $3.76M | Buy |
|
|||||
|
2019
Q1 | $3.27M | Buy |
|
|||||
|
2018
Q4 | $694K | Buy |
|