Voisard Asset Management 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
2026
Q2
$1.67M Sell
5,092
-111
-2% -$34.5K 0.32% 33
2026
Q1
$1.53M Buy
5,203
+156
+3% +$47.3K 0.33% 33
2025
Q4
$1.63M Buy
5,047
+149
+3% +$46.1K 0.35% 28
2025
Q3
$1.54M Buy
4,898
+56
+1% +$16.7K 0.36% 28
2025
Q2
$1.4M Buy
4,842
+84
+2% +$21.4K 0.36% 31
2025
Q1
$1.17M Sell
4,758
-4
-0.1% -$1.02K 0.34% 29
2024
Q4
$1.14M Sell
4,762
-306
-6% -$71.3K 0.38% 30
2024
Q3
$1.07M Buy
5,068
+173
+4% +$36.4K 0.45% 21
2024
Q2
$990K Buy
4,895
+6
+0.1% +$1.17K 0.48% 18
2024
Q1
$979K Buy
4,889
+7
+0.1% +$1.26K 0.55% 16
2023
Q4
$830K Buy
+4,882
New +$740K 0.5% 18

Other funds holding JPM