VisionPoint Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
10,577
+3,176
| +43% | +$921K | 0.67% | 31 |
|
|
2025
Q1 | $1.82M | Buy |
7,401
+985
| +15% | +$242K | 0.62% | 49 |
|
|
2024
Q4 | $1.54M | Sell |
6,416
-756
| -11% | -$181K | 0.53% | 55 |
|
|
2024
Q3 | $1.51M | Sell |
7,172
-6,017
| -46% | -$1.27M | 0.51% | 58 |
|
|
2024
Q2 | $2.67M | Buy |
13,189
+36
| +0.3% | +$7.28K | 0.95% | 29 |
|
|
2024
Q1 | $2.63M | Sell |
13,153
-9,746
| -43% | -$1.95M | 0.95% | 25 |
|
|
2023
Q4 | $3.9M | Sell |
22,899
-1,590
| -6% | -$270K | 1.44% | 11 |
|
|
2023
Q3 | $3.55M | Buy |
24,489
+1,978
| +9% | +$287K | 1.52% | 15 |
|
|
2023
Q2 | $3.27M | Buy |
22,511
+2,830
| +14% | +$412K | 1.34% | 15 |
|
|
2023
Q1 | $2.64M | Buy |
19,681
+3,195
| +19% | +$429K | 1.16% | 22 |
|
|
2022
Q4 | $2.35M | Buy |
16,486
+13,848
| +525% | +$1.97M | 0.97% | 27 |
|
|
2022
Q3 | $276K | Buy |
2,638
+843
| +47% | +$88.2K | 0.13% | 72 |
|
|
2022
Q2 | $216K | Sell |
1,795
-4,423
| -71% | -$532K | 0.09% | 92 |
|
|
2022
Q1 | $734K | Sell |
6,218
-1,339
| -18% | -$158K | 0.34% | 51 |
|
|
2021
Q4 | $1.15M | Buy |
7,557
+304
| +4% | +$46.4K | 0.5% | 45 |
|
|
2021
Q3 | $1.22M | Sell |
7,253
-1,625
| -18% | -$273K | 0.54% | 45 |
|
|
2021
Q2 | $1.38M | Sell |
8,878
-2,721
| -23% | -$423K | 0.62% | 48 |
|
|
2021
Q1 | $1.77M | Sell |
11,599
-355
| -3% | -$54.1K | 0.85% | 42 |
|
|
2020
Q4 | $1.52M | Buy |
+11,954
| New | +$1.52M | 0.77% | 34 |
|
|
2020
Q3 | – | Sell |
-2,102
| Closed | -$207K | – | 128 |
|
|
2020
Q2 | $207K | Sell |
2,102
-3,617
| -63% | -$356K | 0.08% | 104 |
|
|
2020
Q1 | $515K | Sell |
5,719
-1,132
| -17% | -$102K | 0.24% | 57 |
|
|
2019
Q4 | $955K | Sell |
6,851
-2,346
| -26% | -$327K | 0.4% | 46 |
|
|
2019
Q3 | $1.05M | Sell |
9,197
-24,414
| -73% | -$2.8M | 0.29% | 47 |
|
|
2019
Q2 | $3.76M | Buy |
33,611
+1,262
| +4% | +$141K | 1.08% | 9 |
|
|
2019
Q1 | $3.28M | Buy |
32,349
+25,235
| +355% | +$2.55M | 0.92% | 16 |
|
|
2018
Q4 | $694K | Buy |
+7,114
| New | +$694K | 0.22% | 54 |
|